Tax Manager - Sort by Group
The Tax Manager would be improved if it could be sorted by Group, or at least allow us to add the Group column. This would enable a quick reference for one client with multiple entities.
Kristine Dierens
shared this idea
Appreciate your feedback here, Kristine. With Tax Manager currently a beta feature, our product team are staying close to the feedback on this here.
Right now we'll gauge interest in your idea, and I'll be sure to update you if there is any progress around this.
-
Donna Murphy (practice)
commented
The ability to be able to filter by client groups within the system woudl be extremely advantageous and time saving. At the moment you have to wade through all jobs to be able to locate those which you want to update or even work on. In 99% of the time you are working on a particular group so to be able to identify these jobs at the touch of a button would be so more efficient and less stressful. Why bother having the groups feature if it cannot be used as a filtering tool throughout the system
-
Donna Murphy (practice)
commented
The ability to be able to filter by client groups within the system would be extremely advantageous and time saving. At the moment you have to wade through all jobs to be able to locate those which you want to update or even work on. In 99% of the time you are working on a particular group so to be able to identify these jobs at the touch of a button would be so more efficient and less stressful. Why bother having the groups feature if it cannot be used as a filtering tool throughout the system
-
Rhianan Henderson
commented
Tax Manager dashboard should contain client group as a column and filter option. In practice you're often completing some returns for a group before others are ready or due, but at the end of the job this should be easily summarised on the Tax Manager Dashboard to ensure none have been missed. I'd also love a link to the relevant Job each return is connected to. In most cases they don't live on their respective client records but are grouped together under 1 compliance job per family group, per year.
-
Kelsea Cowell
commented
To be able to view the tax returns in tax manager by group - this helps us to ensure that all group members are being worked on simultaneously. Having the job status listed for in progress jobs would also help to know where preparation of the return is up to when viewing from Tax Manager.