Homepage - Add a "Tax and Reporting" quick-link widget to the Dashboard
New layout is great now I've got used to it. I do miss the Tax and Reporting box where I had quick links to useful items such as VAT return, CIS return. Could you add this as an optional widget on the new dashboard please? Thanks.
Andrea Levett
shared this idea
Hi Andrea, appreciate your sharing on how having a “Tax and Reporting” shortcut on the dashboard would make accessing tax returns and key reports quicker and simpler. Navigating through multiple menus can slow things down, especially when deadlines are looming.
In the meantime, you can access your VAT return directly from the Tax menu on the navigation bar for quicker access.
I’ve moved this idea to Gaining Support so we can track interest and show our product teams how much this shortcut could help make compliance tasks faster and more efficient.
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Joe Kennard
commented
Where has the 'tax and reporting' tab gone? It's super useful to have quick access to reports that are frequently used - this was on the original dashboard (called 'tax and reporting') so why isn't it on the new one?
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Simon Pook
commented
This would give small businesses the snapshot of monies they owe in place easily.
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Anette Meandro
commented
Would like the GST/HST Returns In progress section to show on the Homepage instead of the Chart of Accounts Watchlist. My clients could see at a glimpse what is owed for the 2 periods in progress vs the Chart of Accounts Watchlist showing a YTD balance owing.
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Kathy Phypers
commented
Please add the "GO TO VAT RETURN" Button / Link back to the VAT Widget.
It is in the Old Version but not the new one. -
Nathanael Camfield
commented
Why is there no CIS widget in the new homepage? you used to be able to add anything as a widget