• Sage Personal tax - HMRC filing improvements suggestions

    • New updated
    • 0 Comments
    When a return has been authorised for online filing by a client it is necessary to confirm the date of approval before the system allows the filing of the return. So you have to open then return and enter the date in the submission screen. Th submission...
  • Partnership Tax Returns

    • New updated
    • 0 Comments
    Does anyone know how soon partnership tax returns will be available on the online service rather than desktop?
  • can you automate or submit the online property disposal return with in the software

    • New updated
    • 0 Comments
    can you automate or submit the 30 day online property disposal return with in the software
  • Moving clients between datasets

    • New updated
    • 0 Comments
    At the moment, there appears to be no way to archive old clients so they are excluded from the client list in Personal Tax. The only way around this is to take a backup, and then delete clients. Once the software has been updated to a later version,...
  • Self Employment Expenses summary

    • New updated
    • 0 Comments
    When self employment has income under £85,000 HMRC allow the ability to just summarise the expenses in box 31, could this please be implemented on the software.
  • Personal Tax Report Generating

    • New updated
    • 2 Comments
    Generate a report from with Accounting Partner Edition to show which tax returns have been prepared and not submitted or returns submitted.
  • Trust UTRs in R40 Claim forms

    • New updated
    • 0 Comments
    We have had a couple of R40 forms returned to us by HMRC as they do not show the trust UTR, on the entry pages for the trust income there is no place to enter the trust UTR could this be incorporated in a future update so that you don't have to remember...
  • Top Slicing Relief

    • New updated
    • 0 Comments
    Where there is Top Slicing Relief due in respect of a chargeable event gain it would be really helpful to see the computation of the Top Slicing Relief to provide assurance that the software has calculated it correctly
  • Sage Taxation- missing from the Calculation appendix

    • New updated
    • 1 Comment
    Where there is rental income and restricted finance costs, the appendix showing the amount of finance cost to be relieved is incomplete. The restricted finance cost is the lower of Adjusted total income Adjusted profit Current year relievable...
  • Software Bug in Sage Partnership Tax

    • New updated
    • 0 Comments
    When posting details from Sage Business Tax to Sage Partnership Tax Box 3.7 on Page 2 populates with the Partnership start date even if it is not in the current tax year. The return will not validate and has to be copied and the date removed. This...