Workpapers - Company Tax return import
I have been testing the company tax return import. I have accounts with negative balances - the bank overdraft for example, doesn't get posted to the current liabilities section of the tax return as a positive amount. It is posted as a negative.
I can see that the integration has the ability to exclude from integration but this is counter-intuitive to reducing manual data entry. The ability to post as a positive figure is available in the Xero import function.
Bradley Taylor
shared this idea
Thanks for your feedback here, Bradley. Understand how this improvement to the import would be useful to you here. While we don't have direct plans around this atm, we'll keep a close eye on interest from the community and share if there are any updates planned.
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Bradley Taylor
commented
Hi, this change would be fundamental to the use of the import from workpapers function. Our firm will not use this import function if you need to selectively remove and add accounts to the key information section. Especially as you can currently do it quicker and more accurately with the import from Xero option.