CCH Business Fitness Updates - December 2018
Latest Content Updates #232
Client Checklists | Published December 2018
We’ve updated the Checklist Builder, Hub and questionnaires for 2019.
- Checklist Builder Hub:
- more user friendly
- ability to bulk export client questionnaires
- a new import button to make it easy to transfer clients to the new hub.
- Annual Records Checklist Builder –
- updated for brightline test exposure, prepayments, farm house apportionment
- new logo upload function
- Client Questionnaires updated for records required, brightline test exposure, prepayments:
- Business They do GST
- Business We do GST
- Farmers They Do GST
- Farmers We Do GST
- Trust They do GST
- Trust We do GST
Defining the Modern Practice
The way businesses use accounting firms is constantly evolving. Tax Management NZ want to help accounting firms understand and adapt to these changes. Towards this end, they are looking to collect data from more than 500 accountants across NZ. The results will reflect the views of accountants on the current state and what the future state will be for your role, your firm’s services, diversity and technology.
Have your say – start the survey.
We love hearing from you! Have any questions or feedback? Then drop us a line.
Need more information?
Contact the CCH Business Fitness team:
Phone 0800 10 58 60
Mail: P.O Box 10391, Bayfair, Tauranga 3152 Street: 68 Paterson Street, Bayfair, Tauranga 3116