I've just started to "play around" with this facility, got it going well for my VAT, limited company and CIS reminders, but it's showing Self Assessment Returns due in January for all my SA clients.
As you can only manually update statuses up to 3 months in advance, this would mean I can't update the status of clients as and when I submit the Returns from April.
Does this not automatically update the status as and when you submit Returns?
Replies (7)
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Changed the software, now using Taxcalc because you cannot add or edit charts of accounts on Taxfiler
Frankly this is not a problem for me . If there is any doubt I attach a rec from client TB to Taxfiler PL but i've only been asked once , 99% of my clients are simply not interested in historical guff
its usually us the user who gets it wrong. I too am using it as a self assessment fulfillment guide
There is nothing wrong in making a mistake we all make them some of us admit to them as you have done. Bravo, we're all human HNY.
Nick