Sage For Accountants Ideas Portal

Relating to both OC and SFA few big opportunities lost due to feature now being available > mainly relating to interaction with OC

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...

The introduction of the Payroll Bureau view within SBC Client Manager is a welcome addition but I note the Pension Submission status is not shown as an outstanding task when not submitted, nor does the error appear when a submission has failed. It...

With MTD for individuals round the corner, it would be useful to show against each client in Client Management how many items are sitting in draft from the banking page that need categorising/completing. This will help understand and prioritise th...

Would love it if we could store the VAT certificate and any other important documented info, such as; the clients UTR/National Insurance number on Sage where it can be easily accessed.

Would be great for a pop up to show when a VAT Return is next due

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

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

It was be useful to have the different job stages such as jobs in ready to start, being worked on, ready for review, gone for signing etc