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.
9
votes
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.
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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.