Settings and activity
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17 votes
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Ethan Crouch
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6 votesEthan Crouch
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263 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Ethan Crouch
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171 votes
Thanks for sharing through the idea here, everyone. While we do roll over the losses schedules from prior year into the new year as a losses worksheet for non individual tax returns, we understand there may be more areas which we can roll this over.
It'd be of great help and appreciation from our product team if you could share more detail of the losses you're referring to and the specific tax return you'd like to see this developed for. Thanks!
Ethan Crouch
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Report Template: More customisations to the report template for financial reporting. Customisable fonts and cover pages would go a long way to improve customer presentation of financial reporting. Current customisable options feel inadequate.