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  1. 46 votes

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    Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.

    Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.

    I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.

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    Scott Bailey commented  · 

    With additional pressure being placed on tax agents to retain more documentation and be more prepared for audits that are becoming more prevalent with the ATO's funding, this would be an absolute game changer for efficiencies and managing ATO enquiries as well as providing much needed feedback to managing agents that review and lodge the returns. It would really enhance your place in the market where other providers already have this in place.

    Scott Bailey supported this idea  · 
  2. 324 votes

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    Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

    We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here

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    Scott Bailey commented  · 

    Every other tax software I have used has this feature and saves so much time. To me this should be a standard feature

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    Scott Bailey commented  · 

    I have used multiple tax software and have always had this feature. It saves so much time and is crucial to being efficient and not wasting time.

  3. 110 votes

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    Scott Bailey commented  · 

    Agree. We have around 10,000 clients so this would be a major time saver

    Scott Bailey supported this idea  ·