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 details such as telephone number, address etc that we currently hold for them which would give them the opportunity to give us updated details.
Also would be great if it included up to date regulations such as high income child benefit charges, marriage allowance etc
Digita Person tax had this functions.
Michelle Blackwell
