The practice uses Sage for the preparation of personal tax returns. For 2017/18, there is an issue in the way that the personal allowance is being allocated between savings income and dividends. This is covered by HMRC exclusion 90.
What is frustrating is that the software works well up to a point but after a certain dividend level, the allowances are incorrectly allocated! This is further annoying when it worked correctly for the previous tax year!! Sage's response is that "the software is compliant with HMRC and we are not accountants" - which does not help whatsoever and only adds to the frustration!!!
Has anyone else experienced this issue with any other software supplier or have the other software suppliers managed to get their systems to do the job properly?
My renewal is coming up and I am considering looking around at the other providers after being a loyal customer for 18 years.