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Tax

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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

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 3 months ago in Accounts / Practice Management / Tax 1 In Discovery

recent cases

Taxfiler had this option and is very easy to view the recent working cases and esily switch between recent cases
Binu Jacob 12 months ago in Tax 0 In Discovery

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

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 almost 2 years ago in Accounts Production Essentials / Tax 1 Planned

Back up data prior to deleting client

Taxfiler gave the option to create a back up of the client and data prior to deletion. Clients sometimes return and it gives a useful back up to restore if this happens or if there are later queries such as an HMRC enquiry.
Guest 9 months ago in Client Management / Tax 0

Status of tax return on client list

We would benefit for the status of the tax return to be shown when you download the client list. Everyone would benefit from that.
Geraldine Helen Millward 12 months ago in Client Management / Tax 1 Already exists

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