To be able to see all the recently worked on accounts and tax returns from the dashboard regardless (Same as Classic Taxfiler)
Cannot view all the recently worked out accounts/ tax returns in one view/ place - we have to manually go into each client/ select the spefici tax years.
EPM- Granular communication on client portal activation status
Why is it useful? This feature will provide immediate confirmation of client activation. Who would benefit from it? Primarily EPM Customers but also all customers whom have the limited view of the contact page. How should it work? Propose displayi...
For the company tax returns, there is a column that indicates the status of submission to HMRC. Having the same for account submission to the company house would be helpful to show if the company house accepts the account.
Aziz
6 months ago
in Accounts
0
Awaiting Prioritization
To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.
Accepted the proposal and or the engagement letter
We need some type of evidence the client has accepted the proposal and or the engagement letter. We can see the accepted status on the dashboard but we do not get an email or an updated proposal that states this has been accepted and signed. Gover...
Practice roles for people who do not have a license
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...
Archive, Delete and Restore clients in Iris Elements
We were able to Archive, Delete and Restore clients in taxfiler. I tried deleting the client in Iris Elements but there appears to be no option to save the client file before deleting or restoring afterwards.
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In Discovery
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