UKI Compliance Ideas Portal

I have a society that has been exempt for corporation tax so is an exempt charity. It prepares accounts under Charities Sorp but also FRS102 under the CCBSA 2014. The Society has share capital, but the charities master defaults to limited by guara...

Currently there is an export facility , however the formatting on the address fields do not display on the one line when converting to a txt and csv file. every few months i have to export these details to to run various compliance work , which on...

Automatic submission button for every quarter, that would submit all of the clients. Assumption that we and the client are checking every month, then using AI to automate could be a working suggestion Having an automatic submission button for ever...

Getting ready to MTD is going to be very challenging. I need to quickly find what clients we need to prioritise, other accountants will be the same. Looking for one report that can interrogate the turnover for every client we have. This report wou...

This would be useful to give our customers reassurance that their payment has been received. Many customers call or email us asking for confirmation that their payment/bank transfer has been received. Currently, I email them another copy of their ...

All accounts have this as it is regarded as best practice. At the moment I have to convert the PDF to word and add a separate page for the Directors Responsibilities Statement. This would save about one to two hours reformatting and copying the ac...

It would be good if we could insert a table into the notes for example I'm used to having a table in Director's advances and credits (like Iris do) to show balances b/fwd, c/fwd and balances for advanced and repaid. I tried to space it out in tabl...

Most accounting softwares use the term Profit and Loss & Balance Sheet. When taking on a new client and I prepare accounts using Sage, they instantly question the difference in terminology used to what their previous accounts showed. This is a...

At present the only way for editing mappings file is to do so manually, on the first import of the trial balance. This means the same process has to be repeated for each client, even if the source trial balance codes are the same. If there were a ...