Say goodbye to the manual and time-consuming process of tracking your compliance submission deadlines.
Our new Deadlines Dashboard allows you to see the Accounts Filing & Confirmation Statement date requirements from Companies House, as well as VAT deadlines from HMRC, for your entire registered company portfolio at once.
Suitable for both your Xero & QuickBooks Online clients, the dashboard also includes a traffic light colouring system so you can see deadlines that are due soon/overdue at a glance.
This is a drag-and-drop report-builder, with spreadsheet-like functionality. You can choose the columns you want to see, group by, sort, collapse and expand until you get it just how you want.
To get the most out of this dashboard you’ll need to:
- Set the Company Registration Number in your accounting system for each client, as they won’t appear in the dashboard otherwise.
- Enable Precision’s HMRC integration via your Agent Services account, and ensure client VAT numbers are set in their accounting system.