Submit Idea
SUBMIT IDEA

Client Management

Showing 15 of 182

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

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 2 months ago in Client Management / Practice Management 1 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

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.
Guest 8 months ago in Client Management 4 In Discovery

Diary

It would be useful to see what clients are coming up to year end and to make sure no one has been missed with deadlines.
Guest 3 months ago in Client Management 2 Planned

Ability to link associated companies

In relationships, it will be useful to add associated companies as this needs to be picked up for CT calculations
Claire Agasee 8 months ago in Relationships 0 In Discovery

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

Accounting Year End Date on Client list

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 29 days ago in Client Management 0 Planned

Report - list of clients with a specific year end

On Taxfiler it was possible to run a report with a list of clients then filter the list so it only included Ltd company clients with a year end of say March
Lee Taylor 7 months ago in Client Management 0 Planned

Ability to update the client status

Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt 8 months ago in Editing Clients 2 In Discovery