UKI Compliance Ideas Portal

HMRC Guide states: Please give us the following details in ‘Any other information’ on page TR 7: • details of your pension or annuity payer and your reference number • your PAYE reference • the payment before tax and the amount of tax taken off. T...

There is now current way for me to enter multiple disposals in corporation tax, I have to roll the figures up into one which is not ideal.

We should be able to generate a form to be able to send to the client showing them the information which was on their previous tax return so they know what information we request for the upcoming tax return. This should also show the clients detai...

Self-employment. Tax return states - Total expenses - If your annual turnover was below £85,000, you may just put your total expenses in box 31. This is not possible on the software. If I put the figure in 'Other Business Expenses', this might ...

Automated mappings are present for Sage Business Cloud, Sage 50, Sage Individual and Xero. We are currently reviewing our automation options with QuickBooks Online, vote for this idea and you will receive updates as the idea progresses.

In Personal Tax (desktop) there is an 'information' button which has details of that years class 2 NI Amount. Can this be included in the cloud version to save having to look it up on HMRC website, or elsewhere.

At the moment can only print details of one journal at a time. A report showing all the journals in one go would be useful.

It would be great if we were able to add a table format for director advances, just like the format is in sage accounts production desktop version. An example of a table format is below: Included within Debtors are the following loans to directors...

The option to have a formatted trial balance is crucial imo. It gives a concise, shortened version of the accounts P+L and SOFP, is very easy to understand and very useful for giving a quick overview of the figures i.e when preparing Corporation T...