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2 votes
Hi Christopher, thanks for feeding back on your experience with new Tax Manager that's currently in beta.
Our product team are staying very close to the feedback here, and keen to better understand your idea - Would the 'unrelated' client that you've mentioned all be part of the same client group? If so, is there a purpose to the grouping they are a part of?
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Craig Shields
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160 votesCraig Shields
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80 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Craig Shields
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I agree with this. I look at old jobs (ie last year) to see what entities to include in current year jobs, and now it includes all ready to start tax returns in that group. i dont want see everything possible in the group at that stage, i want to see what was included in that completed job only. Just because its in the same group, doesnt mean it will be included in the same job.