Sage For Accountants Ideas Portal

The plan was to build a tab in the client list but also within the client. It'll show upcoming obligations and their status. eg VAT return due in 5 days. If the VAT return has been completed in the software it'll update to complete in the obli...

would be great to be able to get a list out of what has been filed and what needs filed

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...

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

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.

It would be really useful to have a calendar, with us able to assign those events to each client. That way we could have a field on the client list showing the date of the next deadline for that client.

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

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

When adding a new individual on the section where you add in the UTR and NI number it would be so much better to add in the date of birth here too