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Ability to add non chartered accountant reports

As Essentials is aimed at small businesses I am surprised that the only accountant reports available on the accounts are for chartered accountants. There should be an option for AAT and the option to include no accountant body.

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    • Stephen Barker
      Dec 20, 2023

      This is what I use on all my accounts and I got it from the AAT���s website

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    • Admin
      Alex John
      Dec 20, 2023

      Thank you for the information - we will contact the AAT to see if this is still valid. As I said we could not locate anything that they had published.

      To confirm this example does not specifically refer to the AAT.

    • Stephen Barker
      Dec 20, 2023

      I had this report from the AAT years ago !

    • Admin
      Alex John
      Dec 20, 2023

      The reason it doesn't show AAT on the actual report, is because the AAT do not have a published recommendation for the accountants report, therefore we feel we can only offer generic wording in those situations. If the AAT were to suggest their preferred wording we would of course update our templates to match.

    • Jack Spinks
      Dec 18, 2023

      thanks for getting back to me. It now doesn’t show as a chartered accountants report but it also doesn’t show AAT on the accountants report, even though I have selected AAT within the practice details. Iris support have confirmed that this hasn’t actually been fixed yet, could you please confirm? Thanks

    • Admin
      Alex John
      Dec 18, 2023

      Please retry this morning and ensure you refresh the report. The title should adapt not incude 'Chartered'.

    • Jack Spinks
      Dec 16, 2023

      It's great that we now have the option to select AAT as the supervisory body, however the title on the accountants report still says "Chartered accountants report". Is there any way we can remove "chartered" from the title of the accountants report?

    • Admin
      Alex John
      Dec 14, 2023

      It is now possible to include an accountants report if you are an AAT member. Under the cog (top right) select Practice details and edit your name and address, select 'Add names' under 'Acting auditor/accountants names', select AAT from the Supervisory body drop down.

    • Guest
      Nov 9, 2023

      I am recent subscriber and was very disappointed that this was an issue, given the amount this subscription costs me every month. I really hope this will indeed be rectified within the proposed 8-10 weeks time frame.

    • Stephen Barker
      Oct 12, 2023

      Taxfiler had the AAT report so it can't be difficult.

    • Admin
      Nick Lloyd
      Sep 19, 2023

      Hi

      My apologies for the delay in responding to this thread the "none" issue that was highlighted has now been resolved.

      I can also confrim that adding an AAT report varient is a top priority and will be delivered most likely in the next 8 - 10 weeks.

    • Chris White
      Aug 31, 2023

      Hi

      Is there any update to this option for AAT as the wording of the accountants report looks wrong without a supervising body, or the ability to manually amend this before it gets sent to the client to approve in the meantime?


      Thanks

    • stevie shone
      Aug 7, 2023

      Hi

      I am also supervised by the AAT and do not have the option to remove 'chartered accountants report', it also on the second paragraph leaves a space for the supervisory body. It reads as a practising member of the .


      Is there a way to remove this sentence or edit to add in AAT manually?


      Thanks

    • Paul Whitehill
      Jul 31, 2023

      Hi Nick


      When I have gone into change to 'none' and save and then gone back into check it has been selected as 'none' it just reverts to select and therefore still including an accountant report. How do I resolve this?

    • Admin
      Nick Lloyd
      Jul 17, 2023

      Thankyou for the suggestion. Within practice details settings there is an option to modify the output to exclude a specific supervisoriy body by selecting none. We do have some additonal options planned for the future to remove all together and an option to select based on the client. This will also include an option for AAT.