Keep Sole Trader Accounts and Tax return in the same section, like accounts and corporation tax for limited companies
It is better to keep the sole trader accounts in the same section as the individual tax return similar to classic taxfiler. This way you do not need to create a whole new relationship.
When notification comes in that client has signed a document-click the notification to go straight to the client
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.
Tara Hotston
about 2 years ago
in Practice Management
1
Awaiting Prioritization
I need to be able to add other notes sections like directors remuneration and so forth. These should either be free text or allow current and comparative year values with users choice of row count.
Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
Some clients have large journals required, such as inclusion of opening balance sheet (which IRIS Elements currently does not facilitate rolling forward). This has to be journaled in and because there is a maximum of 10 lines, I am having to split...
Client dashboard needs to be edited in same way home screen can so you can see what you feel is important
I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston
about 2 years ago
in Client Management
2
Awaiting Prioritization
The import template has a set number of columns. Are there any plans to expand its functionality so that it's possible to use it to import data into custom fields? This would be useful when migrating data from another source into Elements.
0
Duplicate
0
Awaiting Prioritization
2
Awaiting Prioritization
