To send a completed tax return or account for the client's signature. Users have to download them from Irish Elements to their computers then reupload them for signature. The system should automatically attach your tax return or account when the t...
In Taxfiler we could use iris openSpace to request the client to approve/signe their tax return or Account. This feature is missing in Elements. This feature should be implemented.
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...
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.
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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