Gatekeeper - Compliance functionality to select what type of tax to refresh
Product idea: Selective tax type/client refresh in Gatekeeper
Currently, Gatekeeper refreshes all tax types (IRP, VAT201, EMP, etc.) for all clients on a single run, regardless of which deadline is actually due. This triggers "statement of account" notification emails to clients even when their tax type isn't due, creating unnecessary noise.
Proposed change: Allow users to manually select which tax type(s) and which client(s) to refresh, rather than forcing a full refresh across all types and clients every time.
Example: EMP is due on the 7th. There's no need to refresh IRP or VAT201 on that date, only EMP. A selective refresh would prevent statement-of-account notifications from going out to clients for tax types that aren't due, cutting down on unnecessary client emails.
Tania Steenkamp
shared this idea
Hi Tania, thanks for sharing your idea in the community here.
Your feedback has been shared with our product team and they'll consider the ability to refresh per tax type in the workflow, however want to be open this isn't in their immediate plans.
Right now, we advise that job deadline management be done utilising Gatekeepers job creation feature in XPH, which will amend the status of the job on a client level to reflect what is in SARS.
