UKI Compliance Ideas Portal

NO WHERE TO STORE CLIENTS DATE OF BIRTH FOR PERSONAL TAX

NO WHERE TO STORE CLIENTS DATE OF BIRTH FOR PERSONAL TAX, WHICH IS REQUIRED.

HAVE TO ALWAYS OPEN LAST YEARS RETURN, IF COULD HAVE STORED ON CLIENT INFORMATION WOULD BE AMAZING!

  • Nicola Barnett
  • Oct 16 2023
  • Love This Idea Likely To Be Coming Your Way
  • Admin
    Steven Cartlidge commented
    17 Oct, 2023 11:24am

    Thank you for the feedback.


    I have raised the request with the relevant team to include the date of birth in the client record, once this is available we will be able to use it to populate the relevant area in Personal Tax and/or include it in the update feature so a user is notified of any changes.

    As for re-entering data, if the prior years return is set at the top of the page to Finished, when you create a new period, you will be asked if you want to 'roll forward' if you choose yes a lot of the standing data from the prior year will roll into the new year, reducing the amount of re-keying you will need to do.


    Any issue please let me know,


    Regards,


    Steve Cartlidge