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Client Management

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Search client by Submission Status

We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
Owen Sheehan 8 months ago in Client Management / Tax 0 In Discovery

MTD report

Report from client data to identify clients who need to register for MTD
Gareth Thomas about 2 months ago in Client Management / Tax 0 In Discovery

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...
Guest 25 days ago in Client Management / Tax 0

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.
Guest about 2 years ago in Accounts / Client Management / Tax 11 In Discovery

Export clients to excel

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.
tom rogers 8 months ago in Client Management / Practice Management / Tax 2 In Discovery

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.
Guest about 1 year ago in Client Management 4 In Discovery

Pracitce roles - Be able to organise users alphabetically. At the moment it seems the users are based on the order they have been added to the system which makes finding individual employees or managers difficult.

No description provided
Guest 28 days ago in Client Management / Tax 0

Please can clients that we add the main data for automatically be added as a contact record for the same client

Please can clients that we add the main data for automatically be added as a contact record for the same client.
Ryan Witter over 1 year ago in Creating Clients 3 Planned

Ability to link associated companies

In relationships, it will be useful to add associated companies as this needs to be picked up for CT calculations
Claire Agasee about 1 year ago in Relationships 0

Submit "Ask a Client to Authorise you" Through the each client

Having the ability to have agent gateway accounts (multiple gateway accounts) linked through IRIS elements to HMRC, and allow for the services within the gateway accounts, to be automatically populated and submitted via IRIS elements and the clien...
Owen Sheehan 9 months ago in Client Management / Tax 0 Awaiting Prioritization