Annual Allowance on client records

Within client details, or work, it would be really useful if we could have a section called 'Annual Allowance' where we can show our calculations for pension contributions and carry forward. We would need a table with the following column headers: tax year, threshold income, adjusted income, annual allowance, carry forward and contributions.

This will allow us to use the Plannr system to evidence our calculations and advice on pension contributions.

Area of the system
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Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

About 1 year ago

Author

Zoe Coxon

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