Tax Manager Client Group
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.
Rhianan Henderson
shared this idea
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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