Given MTD for IT is round the corner, we need to capture 23/24 fee income for self employment and rental income for property somewhere to know if the clients may get mandates and warn them before they get the HMRC Letter. Will also need to know the same info for 2024/25 tax return and 2025/2026 data.
Then we will need to capure is they have been registered for MTD IT, software the client will use, if they are doing the quarterly reporting, the date quarterly starts and it appears in the task list (just like MTD) and many more fields.
This will been needed for all accountants who for self assessment tax return so there should be something in the service list to toggle on and then for it toe be switched on for all clinets with self assessment marked by support and not an individual switch on 700 times.