AU Tax - Automatically ticked cover letter checkbox
To have the ability for the Cover Letter box ticked permanently when preparing tax return and activity statements
Anthony Santilli
shared this idea
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Liz Tomlinson
commented
Can we please update to have the Cover Letter included in the default setting when send out Individual Tax Returns? We have included our Individual Terms of Engagement with our cover letter (as a requirement of sending an Engagement letter with each Tax Return). Currently we need to select the cover letter option manually. Can this please be actioned?
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Dineshi Jayasuriya
commented
Can we have the ability for the cover letter ticked and some other schedules unticked if we don't need to include them and set this as default when printing or pdfs tax return and activity statements.
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Andrew Paterson
commented
How has this not been implemented yet?
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Kerry Turnbull
commented
It would be great to see a new cover letter template field for IAS, rather than using the BAS template cover letter for both IAS and BAS. This way you can send more specific cover letters to clients without any client confusion. Plus you don't have to change the template BAS settings each time you want to send out an IAS.
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Stefano Marmotta
commented
Instalment Activity Statement - It would be good if you could add a template cover letter for quarterly instalment activity statements. I receive phone calls from client asking why they are required to lodge a BAS as the current AS cover letter is confusing and docent distinguish between the different statements.