Ideas

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...

Sync tax charge calculated by tax comp into accounts production to save posting journal followed by additional journals if figures change

Iris Elements Accounts Production: To be able to have the left hand navigation panel once the accounts have been generated for sole trader and partnership accounts so that accounting policies can be added to and edited. Otherwise key information i...

Would be useful to be able to delete a journal, prehaps use a red cross or bin icon to click and delete. Would be useful to not have the main adjustment description with the ability to manually enter different descriptions within the same journal.

Company details should be showing company name (it's appearing in current version), Directors name ( It's appearing in current version) registered address (it's appearing in current version) and accountant's name & address ( it's not appearin...

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...

It's quite annoying that you can't edit the KYC data once completed. You have to go through the whole process again. Which is time consuming and unnecessary when you just need to update one or two sections.

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.

Ability to produce year end accounts for Charities.