Add UTR to client list headings + ability to search client list by UTR
Ability to add new fields to the client list – specifically the clients UTR number would be helpful. We would also like to have the ability to search for a client by their UTR number.
Individual and Sole Trader are the same entity and do not require duplicate records
Big frustration for me. A sole trader business is the individual, they do not need to be created as 2 separate clients. Apart from using up 2 clients for those who have a limited number on their subscription, its duplicating the same info and need...
I'm currently using Senta, but have just had to migrate to Elements. Looking at the integrated database (based on Senta), it's disappointing to see that I can't create new client lists (i.e. using different criteria) in Elements version of Senta, ...
Should be able to search by UTR number on the clients tab
Many of HMRC confirmation emails only state the clients UTR in the receipt email, at current it is only possible to search who the receipt confirmation belongs to by client name.
We are an 8 Partner practice using Iris AML software. We would like to be able to view client lists by Partner so that when a Partner, or a manager, goes in to Elements, they only see the clients they need to see.
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
TaxFiler had the ability to export a report containing the full client data held on file e.g. Client Name, Contact Name, UTR, NI number, Date of Birth, etc. It is now apparent that IRIS Elements Tax & Accounts has no reporting functionality. M...
The current client list allows you to search by client name only. What if I received a letter from HMRC displaying only the client's VAT registration number? This is the case with the penalty letter points that HMRC recently sent to accountants, w...
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