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Tax

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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

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 8 months ago in Client Management / Tax 0 Awaiting Prioritization

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 9 months ago in Tax 0 Awaiting Prioritization

Sending Tax return & Account to client portal for signature

It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
Aziz 7 months ago in Accounts / Practice Management / 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 about 1 year ago in Tax 1 Awaiting Prioritization

The ability to run a comparative personal tax computation.

The ability to run a comparative personal tax computation.
Adam Owens about 2 years ago in Tax 1 Awaiting Prioritization