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Status In Discovery
Created by Guest
Created on Feb 21, 2023

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.

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  • Guest
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    Sep 16, 2024

    So far this is the thing I miss most from Taxfiler - working on a partnership for example takes ages to navigate between the partnership and the partners SA returns

  • Lynn Chamberlain
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    Jul 18, 2024

    Any update on this? I seem to spend more time looking for a client than I do actually completing the work!!

  • Guest
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    Jul 14, 2024

    Any update on this please. I have just had to migrate from Taxfiler and really miss this functionality.

  • Guest
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    May 10, 2024

    Any update on this please- This is really important, colleagues? It is very difficult to remember all of the accounts accessed etc

  • David Blair
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    Apr 12, 2024

    This would be so helpful - generally the most recent 10 clients are those I wish to go back into, so it saves a lot of time flicking through screens when you can see the most recently accessed and pull up one from the list.

  • Guest
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    Mar 26, 2024

    Very disappointing not to see this in IRIS Elements by default.

  • Tim Woodward
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    Mar 3, 2024

    On trial from TaxFiler at the moment and the first thing I missed was that apps list of current jobs right on the front page! Pie charts are fun, but I'd rather be able to click the accounts or tax return I was in the process of preparing.

  • Andrew Pearson
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    Feb 6, 2024

    Agreed having to search on the client list for recent work is time consuming. I would also like to be able to look for RECENT ACCOUNTS and TAX RETURNS

  • Guest
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    Sep 28, 2023

    What sort of software doesn't have a "Recently used" list!