Introducing Returns Manager

 … Software developed by accountants for accountants

 Returns Manager is a SQL-based multi-user system specially developed for use in small to medium sized accounting practices.

 With a need to streamline the tax returns process, it is an invaluable tool to assist with co-ordinating and assessing the progress in the completion and submission of client tax returns. 

 Returns Manager will help you to monitor and improve productivity in addition to assisting the practice in planning and improving cash flow.

This is achieved by maximising the use of existing resources and minimising the need to top up resources during peak periods.

 Levels of access to information can be limited by the security protocols within the programme, allowing senior partners to access reports on progress across the practice and limiting access by junior staff the clients for whom they are responsible

 Benefits of Returns Manager: 

• Identify and prioritise client returns
• Identify and allocate client families – client families are consolidated on a single page for ease of reference when setting up review appointments
• Allocate clients and client families to partners and junior staff
• Record payment performance for clients to highlight slow payers
• Assess cash flow anticipated over a fixed period by partner or across the practice
• Assess the personnel requirement for peak periods to determine whether further resources will be required. 
• Minimise the necessity for additional temporary resources by re-allocating clients and/or review dates
• Automatic reminders of  overdue returns
• Reporting on status of tax returns, including completed returns, outstanding returns and the length of time taken to complete specific returns.