Enter your idea

Prefill contact name of partner or manager to the Tax return cover page.

Purpose: To help with changeover of managers of clients and when there is staff turnover or promotions of staff.

As currently goes it rolls over from the prior year return and a change in staff or manager require it to be changed manually. Having the contact name prefill from the client details page when the update of a new manager is allocated to the client. This can be set to be either the partner or manager through a check box stating which name to prefill.

Also even having a check box in a section if the partner wants to be the contact for every return can be added to do this practice wide for every client