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28 votes
Hi team, taking on board feedback there are several changes our team are working on to solve the pain points raised by customers around 'Ready to start' returns within new Tax Manager.
To give an idea of what's coming - we're working to;
- only show ready to start returns on "active" jobs
- limit ready to start returns to 25 on a page
- change for identify related clients to only be where there is a relationship or they're in the same "taxable" client group
I'll keep you updated here as these changes are implemented.
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Craig Shields
supported this idea
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162 votesCraig Shields
supported this idea
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85 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
supported this idea
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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.