Sage For Accountants Ideas Portal

Currently the Free of charge licences for the accountant arent in a folder like clients created are, so would have to export and then import into final accounts

The trading allowance used to be a box just under the turnover for self employment, its now moved to a new tab. It was in a perfect position before

It would be great to be able to have the functionality to send out questionnaires to personal tax clients like you can in the desktop version. https://help.sbc.sage.com/en-gb/personal-tax-dt/C/ADQs/Perstax2Annual_Data_Questionnaire.html

Some of the chart accounts are not set up to accept certain types of transactions. I suggest a review perhaps with an experienced user - Recent example was 9999 which would not accept other payments or receipts

The ability to mass migrate client folders not just product licences

Would be so much easier to quickly review what is not included in the VAT return

From the client list, clicking PT Viewer should launch it immediately, like the other links such as Final Accounts do. At the moment it takes you to another page, where you then have to click Launch Personal Tax Viewer to open it. Thanks

It would be useful to be able to have an overview of a service such as self assessment so that you can easily view the status of all tax return clients (whether filed, in progress etc) rather than doing this by accessing each client 1 by 1

I missed the submission of one self assessment tax return this past busy season even though all the work was done. It would be very useful to view reports showing the submission status of all open accounts/corporation tax returns/personal tax retu...

if you select to not have Folder as main view, don't make us change every time