Personal Tax (UK) | Auto generate Personal Tax return for next year
Auto generate a new draft tax return for all clients that had a prior year tax return, otherwise we have to go through a list of clients and manually create the tax returns....
Also we can't export the XT personal tax return lists, there is no export or print option. All we can do is filter on screen, would be good to be able to export for tracking purposes...
Bonnie Connolly
shared this idea
Hi Bonnie, thanks for sharing your ideas and thoughts with us. I can see how this would save you time. However, after engaging with our product team I can confirm that we don’t currently have any plans to develop a feature that auto generates a new draft tax return when one exists for a prior year. Similarly for exporting or printing the XT personal tax return lists, there are no plans to work on this. I appreciate this isn’t the news that you wanted, but hope that this update brings you some clarity.
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Bonnie Connolly
commented
otherwise there is no tracking, and clients could get missed....