A member of our development team has taken a cursory look at this using a custom report via control centre, created a very basic one to include employment name, P60 earnings and ticked estimated figures for two of them, this got part of the part however a custom report may be a lengthy solution to the problem.
The best way forward would be to contact our customer services team direct, who will be able to show you where to create a custom report and it may be the case to do some addtional trial and error to get it to output the exact details required.
I can request a call back but canot guarentee the time and date this could be offered.
No, there are already reports showing whether tax returns are filed, outstanding with client etc. I am looking for a report that states if anything on the tax return that has been submitted to HMRC has any estimated or has provisional figures, ie: the self employed section is estimated or provisional, the employment section is estimated etc.
Thank you Kevin,
Definetly nothing out the box for this one...
A member of our development team has taken a cursory look at this using a custom report via control centre, created a very basic one to include employment name, P60 earnings and ticked estimated figures for two of them, this got part of the part however a custom report may be a lengthy solution to the problem.
The best way forward would be to contact our customer services team direct, who will be able to show you where to create a custom report and it may be the case to do some addtional trial and error to get it to output the exact details required.
I can request a call back but canot guarentee the time and date this could be offered.
Regards,
Steve Cartlidge
No, there are already reports showing whether tax returns are filed, outstanding with client etc. I am looking for a report that states if anything on the tax return that has been submitted to HMRC has any estimated or has provisional figures, ie: the self employed section is estimated or provisional, the employment section is estimated etc.
If you can clarify please.
Are you looking for one location to show all returns, and thier states?
If this is correct or similair please vote on this idea within our practice management Ideas board https://sageforaccountants.ideas.aha.io/ideas/SFAC-I-58