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Tax

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SA100 - Notes in box 19 on TR7 - Update to display text including any line breaks s entered in data entry

When entering a note in the Additional Information section for box 19 on page TR7, user had multiple paragraphs separated by line breaks. However, on the pdf Tax Return this formatting is lost and the information appears as one long paragraph whic...
Toseeph Akhtar 5 days ago in Tax 0 Awaiting Prioritization

Separating POAs already made from those still due

Suggestion for enhancement: Change title of grid to “…..made/(due) for 2024-25” Change Amount column header to “Amount paid” Add new column to the right “Amount due” Change roll forward to 31/1/2025 would be in the Amount paid column Upcoming paym...
Toseeph Akhtar 5 days ago in Tax 0 Awaiting Prioritization

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 8 months ago in Client Management / Tax 0 In Discovery

MTD report

Report from client data to identify clients who need to register for MTD
Gareth Thomas about 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 10 months ago in Accounts / Practice Management / Tax 0 In Discovery

Practice roles for people who do not have a license

We have engagement partners within the firm who do not prepare tax returns and so do not require a license for the software. I would like to have the ability to assign clients to the relevant engagement partner, however you can only assign clients...
Guest 25 days ago in Client Management / Tax 0

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 about 2 years ago in Accounts / Client Management / Tax 11 In Discovery

Export clients to excel

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.
tom rogers 8 months ago in Client Management / Practice Management / Tax 2 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 over 1 year ago in Accounts / Practice Management / Tax 1 In Discovery

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 over 1 year ago in Accounts / Other / Tax 15 Awaiting Prioritization