Filtering Clients by Tax Liability - Remindoo

Learn how to use filters in the Client's tab in Remindoo to manage tax liabilities efficiently. Quickly sort clients, track liabilities.

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Explains Key Steps to Use Filters in the Client’s Tab to Manage Tax Liabilities in Remindoo

1. Access Client Profile

Click on the ‘client’ option.
Navigate to the specific client’s profile.

2. Locate Tax Liabilities

On the right-hand side of the screen, find the ‘services’ section.
Click on the button to view tax liabilities.

3. Review Tax Data

The system will load and display all relevant tax data for the client.
Information includes: Submission dates Payment due dates Amounts owed
Submission dates
Payment due dates
Amounts owed
Data is organized by year.

4. Scroll for Detailed Information

Use the scroll feature to navigate through the data.
Check the total tax liability for each year at the bottom of the screen.

5. Conclusion

This process allows you to effectively view and manage tax liabilities for a specific company.
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Why a single client record matters

When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.

One version of the truth

Everyone sees the same services, contacts, deadlines and notes for each client.

Accurate deadlines

Companies House sync brings in company details and filing dates, reducing manual errors.

Better client service

A full timeline means anyone can answer a client question with the history in front of them.

Secure document sharing

A client portal is safer than sending financial documents as email attachments.

Practical tips from UK practice

Import companies from Companies House rather than typing details by hand.
Record every service a client takes, so recurring work is created automatically.
Add a short note after every important client call.
Ask clients to upload documents through the portal rather than by email.

Related Remindoo features

Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.

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“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

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