by Julie Sandford, Customer Support.
Customers paying late can have a detrimental effect on a businesses cash flow. Avoiding late payment of invoices to improve cash flow can be achieved by implementing effective debt collection and credit control processes. I’ve put together a few tips regarding this which you may find helpful. more »
by Chloe Procter, Customer Support.
Did you know that many of the functions in CT Advanced can be carried out by using command keys?
This guide takes you through some of the key timesavers which we hope you will find useful. more »
By Chloe Procter, Tax Support Specialist
Finance Bill 2016 changes
As the Finance Bill 2016 makes its way through Parliament, agents and companies need to be aware that certain changes to be introduced may affect existing computations and also their ability to file online.
By Julie Sandford, Customer Support.
I had a lovely couple of days covering the Digita Practice Management Surgery desk at Synergy 2016. It was great to put faces to the names of people that I typically only speak to on the phone when answering technical queries.
By Chris Cullen, Tax Support Specialist.
Whether it’s for tax planning purposes or internal housekeeping it’s always useful to be able to report on clients meeting specific criteria (over a certain age, specific income types or thresholds, etc.); this can be done in Personal Tax using the Query Manager.
By Gemma Pettit, Tax Support Specialist.
When the government introduced the Marriage Allowance on 6 April 2015, they estimated that four million people would be eligible to claim it. However, as of February 2016, figures released suggested that only 8% of eligible couples had applied to transfer 10% of their Personal Allowance to their Spouse or Civil Partner.
By Lisa Gunn, Tax Support Specialist.
In many ways corporation tax can seem easier than personal tax, but the one area where this definitely doesn’t hold true is filing and payment deadlines.
By Jamie Capron, IT support.
As the tax filing deadline has passed, now is a good time to take a look at your server or standalone PC to see if your Digita software is running as smoothly as possible. more »
by Simon Doughty, Tax Support Specialist.
It has been possible to report foreign dividends of under £300 and gross foreign interest of under £2,000 on the SA100 since 2008/09 when the online filing of SA100 became mandatory. However, on support, we still receive a lot of queries on this topic.
Those of you in practice long enough will probably remember the various windfalls from Building Societies in the late 80’s / early 90’s. Abbey National being one of the main ones where, through various reorganisations, individuals now receive foreign dividends from Santander.
There is no facility to complete SA106 foreign pages using HMRC’s own software.
by Chris Henley, Customer Support
When opening Practice Management, you don’t want to be wading through a plethora of clients and information that isn’t relevant to you.
Practice Management can help simplify the client list to suit your needs. On the left side of the screen, you will see the group and filter options. These allow you to filter your client list to show only your active clients or group by, for example, client type or client manager.
By selecting these options, you’ve gone from seeing all clients to seeing just your active clients neatly grouped by their type ready for you to work on.
If your client list is still looking cluttered and you have superfluous columns you don’t use you can simply left-click on the column heading and drag and drop them off screen to get rid of them. Don’t worry if you get rid of a column you shouldn’t have you can easily use the field chooser to get the column back.
This page can be viewed at https://www.digita.com/pro/blog/index.php/customer-support-tips/
Copyright © Thomson Reuters, 2017