Agreed, I had to phone twice last week. Once I gave up after 30 minutes and the second time was 40 minutes and they refused to do the one-off client authorisation so it was a wasted call ( 64-8 had been sent weeks ago but not yet processed, client was with me to authorise verbally for one conversation).
It used to be really helpful but you need to have an hour spare to call now, it's such a pain. My heart sinks whenever I have to call.
I also had a really helpful guy on the employer technical department a week or so ago, he went into the issue in great detail, even checking that the self-assessment records of the people involved were correct and tallied with the payroll records. (Problem originated from HMRC not capturing RTI return correctly).
Yours wasn't called Gerry/Jerry and Scottish was he? It was a rare delight to get through to someone genuinely helpful and actually knew what they were doing.
Obviously it took 4/5 phone calls, several letters and many months before I happened upon Gerry but I wish I had his direct dial!! I did clearly tell him how happy I was.
Glad to see that I am not the only one. I am a QBO and taxfiler user but have taken on a new client who is a Sage online user. Having spent ages making sure the prior year sage actually reflects the final accounts I now go into taxfiler and it's putting very strange numbers in there.
I really hate this, my gut tells me I hate Sage but maybe it's because I haven't used it for a while but this job is really onerous.
Onedrive is where all my folders are. I have it pinned to Quick Access and search through "This PC".
I have a brilliant scanner Fujitsu Scansnap and have been virtually paperless since February last year.
I hated filing.
All my files are in OneDrive, I bought the Fujitsu scansnap after recommendations on here many years ago (2014) and have been almost paperless ever since. All documents are OCR scanned then shredded. I have a separate automated online backup service and manual backups weekly (usually). I was just saying today to a client that the scanner is the best bit of kit I ever bought for the business.
File structure as an example is
Clients A-F\Bloggs Ltd\(CT/Payroll/Whatever)\23 Apr 27 Joe Bloggs meeting notes re dividends
Date is always in the same format, YY MMM DD.
I would think it should be thought to have a decent chance of being effective. I would imagine a tour of the county their shop is in, with advertising banners on the camper van, to have a lot higher chance of being effective marketing. I think I would feel different about that as it would stand a plausible chance of increasing sales.
The big difference is that the evening events at the different hairdressers on the tour are purely social, there is no CPD element. Annual hairdressing exhibition would be quite different in my opinion.
My answers
Agreed, I had to phone twice last week. Once I gave up after 30 minutes and the second time was 40 minutes and they refused to do the one-off client authorisation so it was a wasted call ( 64-8 had been sent weeks ago but not yet processed, client was with me to authorise verbally for one conversation).
It used to be really helpful but you need to have an hour spare to call now, it's such a pain. My heart sinks whenever I have to call.
I also had a really helpful guy on the employer technical department a week or so ago, he went into the issue in great detail, even checking that the self-assessment records of the people involved were correct and tallied with the payroll records. (Problem originated from HMRC not capturing RTI return correctly).
Yours wasn't called Gerry/Jerry and Scottish was he? It was a rare delight to get through to someone genuinely helpful and actually knew what they were doing.
Obviously it took 4/5 phone calls, several letters and many months before I happened upon Gerry but I wish I had his direct dial!! I did clearly tell him how happy I was.
Glad to see that I am not the only one. I am a QBO and taxfiler user but have taken on a new client who is a Sage online user. Having spent ages making sure the prior year sage actually reflects the final accounts I now go into taxfiler and it's putting very strange numbers in there.
I really hate this, my gut tells me I hate Sage but maybe it's because I haven't used it for a while but this job is really onerous.
All my files are in OneDrive, I bought the Fujitsu scansnap after recommendations on here many years ago (2014) and have been almost paperless ever since. All documents are OCR scanned then shredded. I have a separate automated online backup service and manual backups weekly (usually). I was just saying today to a client that the scanner is the best bit of kit I ever bought for the business.
File structure as an example is
Clients A-F\Bloggs Ltd\(CT/Payroll/Whatever)\23 Apr 27 Joe Bloggs meeting notes re dividends
Date is always in the same format, YY MMM DD.
Very rare I can't find anything I am looking for.
Thanks all.
While there are a few varying points, I think the consensus is fairly clear.
I would think it should be thought to have a decent chance of being effective. I would imagine a tour of the county their shop is in, with advertising banners on the camper van, to have a lot higher chance of being effective marketing. I think I would feel different about that as it would stand a plausible chance of increasing sales.
Son is a child who needs childcare, not an employee.
Thank you for your confirmation of my proposed treatment.
To be fair to the client, they are ignorant rather than a PITA generally.
You're right, my fingers got carried away. Have edited the question.
The big difference is that the evening events at the different hairdressers on the tour are purely social, there is no CPD element. Annual hairdressing exhibition would be quite different in my opinion.