Latest Feature Updates from BTCSoftware
Our development team has been hard at work delivering updates for BTCSoftware products. We are always working to improve our software to help you save time and effort, and we’re excited to share the latest releases.
PM Solution 2019 v11.3
The latest release of our Award Winning PM Solution includes changes to the client management experience, and improves event management as requested by our customers:
- Implemented the HMRC Individual Tax Calculation and Exclusions for year ending 5 April 2019 and associated report
- Allow a choice for zeros to be printed on tax returns for boxes which haven’t been entered
- Events (i.e. Appointments, Tasks and Reports) may now be marked as obsolete, making them unavailable when creating new Events for a Client
- It is now possible to view documents stored in the system for a Client whilst preparing their tax return, etc.
- Export a list of Client Notes reports
- Client to client association (e.g. is Director of) end dates can now only be entered when an “Association has ended” checkbox is checked
- System has improved warning if caps lock is on at time of login
- Added a template search facility which can find cell contents and/or iXBRL data within a set of accounts
- Improved integration with FreeAgent API so that agents now do not need their clients’ log in detail
- System now warns if a Note or Accounting policy is being deleted and explains how this can be re-instated before the accounts are closed
- Validation now reports on cells in the accounts that contain general errors, e.g. #VALUE!, #DIV0!, etc.
- Updates and improvements to templates
SA Solution 2019 v11.3
The updates to SA Solution improve the user experience and provides additional functionality when preparing returns and using events:
- Implemented the HMRC Individual Tax Calculation and Exclusions for year ending 5 April 2019 and associated report
- Allow a choice for zeros to be printed on tax returns for boxes which haven’t been entered
- Events (i.e. Appointments, Tasks and Reports) may now be marked as obsolete, making them unavailable when creating new Events for a Client
- Client to client association (e.g. is Director of) end dates can now only be entered when an “Association has ended” checkbox is checked
- System has improved warning if caps lock is on at time of login
CT Solution 2019 v4.2
CT Solution Integral has been updated for the most recent periods and improvements to the user experience make it easier to use than ever before:
- CT Taxonomy updated to cater for periods ending on or after April 1st, 2019
- Added a template search facility which can find cell contents and/or iXBRL data within a CT return
- Update to the R&D schedule in the Advanced and Express templates
- Validation now reports on cells in the accounts that contain general errors, e.g. #VALUE!, #DIV0!, etc.
BTCHub
BTCHub has been further improved with features to ensure Making Tax Digital returns are simple to complete:
- Print facility has been added to allow printing of VAT returns and submission receipts
- It is now possible to file for a one-day VAT obligation period
- Improved wording in the standard Excel template
How to get the updates
Current subscribers will receive an automatic update to the Solution Suite products, or you can download it now.
BTCHub updates are automatic, however if you are using our Excel template you will need to log into the software as usual and download the new version.
To speak to our team about how you can benefit from BTCSoftware Solutions, including our regular updates as standard, please call on 0345 241 5030 or email sales@btcsoftware.co.uk
