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Tax

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Search client by Submission Status

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.
Owen Sheehan 2 months ago in Client Management / Tax 0 In Discovery

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 / Practice Management / Tax 0 In Discovery

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.
Guest over 1 year ago in Accounts / Client Management / Tax 9 In Discovery

Make practice management and tax accounts mobile friendly

I cannot access anything on iris elements on a mobile, it is unsuable for viewing or editing anything. If this was possible I could check and action important tasks on the go or out of office hours where I don't have access to my laptop. In this d...
Guest 11 months ago in Accounts / Practice Management / Tax 1

Add a setting to change time before being automatically logged out

The time before being logged out feels quite short as sometimes I'll be on a page and filling in lots of information and take a phone call or get side-tracked. When I come back to Elements and click save, I'm logged out and the data entered is los...
Matthew Ansermoz about 1 year ago in Accounts / Other / Tax 12 Awaiting Prioritization

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd 7 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 0

Submit "Ask a Client to Authorise you" Through the each client

Having the ability to have agent gateway accounts (multiple gateway accounts) linked through IRIS elements to HMRC, and allow for the services within the gateway accounts, to be automatically populated and submitted via IRIS elements and the clien...
Owen Sheehan 4 months ago in Client Management / Tax 0 In Discovery

Auto update accounts with corp tax charge

Sync tax charge calculated by tax comp into accounts production to save posting journal followed by additional journals if figures change
James Read 4 months ago in Tax 0 Awaiting Prioritization

Job Notes Tab in tax return

Taxfiler has/had a Job Notes tab for each year that was useful for recording details extracted from HMRC API (against later changes/updates by HMRC systems) and notes of discussions relevant to the year with the client and views taken on an aspect...
Alan Webb 9 months ago in Tax 1 Awaiting Prioritization

Document Tab in each Account and Tax Return

Currently the Documents can be uploaded to Business or Personal client's Dashboard. We need doucment tab for each year account and tax return to upload and store document related to that accounts or tax return preparation.
Aziz over 1 year ago in Accounts Production Essentials / Tax 1 Planned