Tools

This page is accessed by selecting the Spanner icon on the Taxfiler by IRIS menu.

Here you will find all the tools that you are entitled to use with your licence.

Some tools may be restricted so only administrators can use them.

Quick Reporting Tool

This tool provides a way to extract filtered client lists to Excel. Read more on Quick Reporting.

Batch Questionnaires

This tool allows you to produce questionnaires for multiple clients. Currently this is only available for individuals SA100 returns. Read more on Batch Questionnaires.

Client CSV Import Tool

This tool allows the import of client data from a CSV file. Read more on Import clients from csv.

Run Bulk Roll Forward

This tool allows the bulk creating of tax returns for a new tax year. Read more on Bulk Roll Forward.