What's new?

What If? Planner
now live for 2023/24

What If? Planner is our powerful tax planning tool that allows you to project your clients' future tax liabilities with ease. Now fully up to date for 2023/24, you can accurately identify opportunities to reduce payments on accounts, plan for known changes in circumstances and provide estimates for investment property sales; with zero risk of interfering with any live tax return data.

Improved reporting
pack for clients

Because professional appearance matters, you now have a personal tax computation cover sheet to keep your client tax return pack neat and tidy. We have also added the ability to use alternative firm details on our popular Corporation Tax cover sheet for those practices with more than one office.

Improved corporation tax loss
handling and error checking

To ensure tax losses do not go unclaimed, losses brought forward are now automatically set against current year profits. We have also introduced new Check and Finish^® validation messages to identify any mismatch between carried forward losses in earlier returns against brought forward losses in subsequent returns – particularly useful for ensuring accuracy when amending a previous year's CT return.

Dividend Database
now live for 2022/23

With Dividend Database there's no need to spend time searching for clients' dividend payments, it's all there in a few clicks. Our latest update includes all FTSE350 and AIM listed company dividend information.

Online filing restriction
by security role

Concerned about junior, or even senior, members of your team having the ability to file tax returns without following due process? No need. We have added the ability to restrict online filing capability by security role, giving you complete control over who has permission to file live tax returns to HMRC.

Improved visibility of
personal tax filing status

We have added the tax return submission status to the select tax return window within Tax Return Production; allowing you to see the status of all your clients' tax returns without needing to navigate to Practice Manager or go to the online filing screen. For greater visibility, we have also added a 'Submitted By' field to the online filing history.

New SimpleStep^®
checklists

Practice Manager Plus users can now benefit from the creation of SimpleStep^® checklists to ensure your team completes all required tasks associated with a job or process. These checklists can be used for any process, client-related or internal, such as new client onboarding, forming a limited company or inducting a new member of your team. These SimpleStep checklists give you the power to systemise every element of your practice.

New data mining conditions

It is now possible to mine your database for total client fees. This means you can create reports illustrating your highest (or lowest) value clients. You can even generate mailing lists to target specific client bandings, perhaps to invite them for an overdue pricing review. We have also enhanced our data mining to identify the usual year end for all relevant clients, not just those with a business record. Great for scheduling some pre-year end planning comms.

Flexible task completion
within a workflow

We recognise that not all workflows are required to be linear and so have now added the ability to complete any task out of sequence – without having to mark all previous tasks as completed. This is particularly useful for more complex workflows where, for example, some tasks are completed concurrently by different members of your team with no requirement for one to be done before the other.

New dashboard filters

In order to increase the flexibility of dashboards, our jobs and tasks widgets can now be filtered by team and portfolio manager. This allows key information to be visible on the dashboard, rather than having to filter results in work management. Super useful for when your client teams are managing a backlog of work or where each portfolio manager wants to keep an eye on their clients' work but the work isn't necessarily assigned to them.

Further flexibility
for envelope recipients

Any relationship type can now be added as a signatory to your eSign envelopes. This allows you to obtain secure signatures from shareholders, spouses, civil partners and more. You are no longer restricted to just your client or company officeholders, thus increasing the range of documents you can send for signing.

Improved visibility of signed envelopes

We have enhanced the eSign Centre activity table to display the date the documents were all fully signed off. You can now filter the 'Completed' status to show documents signed yesterday, within the last seven days, within the last 30 days or any date range of your choosing.

Document re-ordering

It is now possible to re-order documents after they have been added to an eSign envelope prior to sending them to your client. This saves you having to remove and re-attach documents upon realising you need them signed in a particular order.

Additional envelope delivery statuses

We have introduced new 'Failed' and 'Sent' delivery statuses to give you greater visibility over the progress of your eSign envelopes. Giving you the assurance you need that your client has received those all important documents.