Ready to Start tax returns should not show up in existing jobs
"Ready to Start" tax returns should not show up in existing jobs. We have all these tax returns that are showing up in Job that are not related to the client, Individual Tax Return showing up under an Activity Statement Job for a company that is completely unrelated. If they tax returns placeholder is going be added it should only appear under the client tax return tab, not in an existing Job. And there should be away to turn it off.
Christopher Sykes
shared this idea
Hi Christopher, thanks for feeding back on your experience with new Tax Manager that's currently in beta.
Our product team are staying very close to the feedback here, and keen to better understand your idea - Would the 'unrelated' client that you've mentioned all be part of the same client group? If so, is there a purpose to the grouping they are a part of?
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Craig Shields
commented
I agree with this. I look at old jobs (ie last year) to see what entities to include in current year jobs, and now it includes all ready to start tax returns in that group. i dont want see everything possible in the group at that stage, i want to see what was included in that completed job only. Just because its in the same group, doesnt mean it will be included in the same job.