Sage For Accountants Ideas Portal

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.

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

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

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

Very new to client manager and find it strange you cant filter by surname just something we've always been used to

End users or clients can currently get a trial subscription before paying for Sage.From the Accountant side though, we cannot have a free trial. It would be VERY useful if we could get a 1 month trial on subscriptions we issue.Currently I have cli...

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...

Can we have a confirmation statement due date next to financial year end date so we can keep track in one place of the deadline.