Query Manager limitations and alternatives in Personal Tax
Query Manager is a powerful tool for identifying groups of clients with similar needs. The report is limited to a set layout of column headings (such as Client Code, Client Name, Tax Reference, and Telephone number), which cannot be changed.
For example, you could create a report for clients with total UK dividends over a certain amount in the latest tax year, but it wouldn’t be possible to have the query show the actual total dividends they received.
If you wish to extract specific figures for income types and schedule breakdowns, for example, you may wish to consider our Data Mining Tool.
If you would like to know more, contact your Account Manager for information and a demonstration of the Data Mining Tool.