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Tax

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Individual and Sole Trader are the same entity and do not require duplicate records

Big frustration for me. A sole trader business is the individual, they do not need to be created as 2 separate clients. Apart from using up 2 clients for those who have a limited number on their subscription, its duplicating the same info and need...
Tara Hotston over 2 years ago in Accounts / Client Management / Tax 13 Released

Approval & Signing Account & Tax return

In Taxfiler we could use iris openSpace to request the client to approve/signe their tax return or Account. This feature is missing in Elements. This feature should be implemented.
Aziz over 2 years ago in Accounts Production Essentials / Tax 7 Released

Migrating from PTP

Do a YouTube video ! Would be good to see what to do instead of searching help and discovering the DMA tool and then having to work through it all. When you try to go back to Help, it gives an error 404. I'm new to Elements, because IRIS is discon...
Guest 3 months ago in Tax 1 Released

Ability to see the number of Tax Returns completed and outstanding

It would be really useful to be able to see at a glance the total number of tax returns completed and outstanding (or at all different stages) for a particular tax year.
Jenny Strudwick about 3 years ago in Tax 3 Released

Automatically attach IXBRL from element accounts

Skip the process of downloading the IXBRL set of accounts to then go back to the corporation tax schedule and manually attach the IXBRL but instead for Elements to do this automatically and refresh each time a new IXBRL is available.
Ben Hall 7 months ago in Tax 0 Released

Entering a postcode when setting up the address for a new client in the client dashboard

Currently you are insisting that a postcode in entered. We deal with mainly non-UK resident clients living overseas. Not all have a postcode so what do we enter here to get around the problem and be able to save the address - we don't want to ente...
Andrew Baker 9 months ago in Creating Clients / Tax 1 Released

Automatically marking a return as Amended if one has already been submitted in the software

If I am producing an amended tax return in the software where the original was submitted, it should automatically default to showing as an amended return.
Jenny Strudwick about 3 years ago in Tax 0 Released

Automatically complete repayment claims with my details

I would like to have the option to specify that all repayment claims are completed with my Practice details, so that I don't have to re-enter the same data on every tax return where a repayment is due.
Jenny Strudwick about 3 years ago in Tax 1 Released

Ability to purchase add on for signature request

Foe Elements Tax & Accounts it would be beneficial if there was a way to request signatures on accounts and tax returns. I know that this can be done in higher spec versions but would be really useful to have as an add on.
Jenny Edwards over 1 year ago in Accounts / Accounts Production Enterprise / Accounts Production Essentials / Accounts Production Professional / Practice Management / Tax 1 Released

Being forced to create another client for a sole traders income is wasteful

You shouldn't need to create another full client to enter self employed income for a sole trader, it just create duplication.
Lewis Smith over 2 years ago in Client Management / Tax 1 Released