We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes. To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed. The KYC needs the ability to be e...
To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.
Switch quickly to Accounts Production or Tax Returns from the client jobs/tasks screen and vice versa
As it was in Taxfiler, you could easily update jobs/tasks from within Accounts and Tax Return but it seems in Elements that you need to leave certain modules entirely and can't quickly move around the solution.
Guest
4 months ago
in Accounts / Tax
0
In Discovery
The window displaying the company accounts only uses part of the browser window and so only displays about half of each page if you zoom out to display the full page then it's too small to read.
Daniel Grenham
about 1 year ago
in Accounts
7
Awaiting Prioritization
This would be useful to see all accounting dates in the client listing to track deadlines and prioritise work flow. Also reducing the risk of missing deadlines.
Leonie Laycock
11 days ago
in Client Management
0
Awaiting Prioritization
To be able to see all the recently worked on accounts and tax returns from the dashboard regardless (Same as Classic Taxfiler)
Cannot view all the recently worked out accounts/ tax returns in one view/ place - we have to manually go into each client/ select the spefici tax years.
Archive, Delete and Restore clients in Iris Elements
We were able to Archive, Delete and Restore clients in taxfiler. I tried deleting the client in Iris Elements but there appears to be no option to save the client file before deleting or restoring afterwards.
1
In Discovery
0
In Discovery
