NiNo's & UTRs should be on the first page when adding a new client
NiNo's & UTRs should be on the first page when adding a new client rather than having to create the client and then go back through the tabs to then re add these pieces of info which are required for most individuals.
Parkers Accountancy
11 months ago
in Creating Clients
0
In Discovery
Ability to migrate clients from one Elements account to another
For example, where one Accountancy practice has taken over another Accountancy practice who also used IRIS Elements and wishes to migrate their clients into the main version of IRIS Elements.
Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
When setting up a new tax client give the options of inserting more than one nationality for dual nationals. Also be able to insert "not known" or leave blank if this information is currently unavailable. And to have the ability to edit this secti...
All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...
I was setting up a new client on IRIS elements for their personal tax return but later found it difficult to remove their title on the information section of IRIS Elements. There is no option for this. I do not want to delete the client from IRIS ...
0
In Discovery
