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We generate Tax Payment reports by Group, so they can be checked in that order. This means the reviewer can get an overall picture of all the clients in a group.

When we go to approve and send the tax letters, the onscreen order is only by Client (not to mention in first name order which is another serious problem!)

You can filter by Taxable group but this only means you can select one group at a time to look at.

Please can Group also be shown onscreen so the entire Tax Payments list can be sorted into either Group or Client order. The list can then be in the same order as the reports we are working from.

Currently approving and sending tax letters is an EXTREMELY time-consuming process, since we have to manually search for each client.

We also have to update email addresses as we send the letters, where the client has a separate address for these (since we can't yet add them to the system). These updates can only be made if you are sending a single tax letter, as it can't be done when multiple letters are selected.

Please can you help make this process easier and quicker?!

Thanks.