What's new in IRIS Elements 2022

We've added some new filters to the client list to limit the number of client records shown. You can now filter by active / inactive clients, client type, business type or status.

Find out more: Filter the client list

You can now form companies that are limited by shares through IRIS Elements Company Formations. After buying tokens, you can submit formed companies to Companies House online in a few easy steps.

You don't need to subscribe to IRIS Elements Company Formations, although you must be subscribed to at least one product, i.e. not a trial user. You'll see the Company Formations widget on your home page dashboard ready to go.

Find out more: Welcome to IRIS Elements Company Formations

You can now import client data using our CSV import template. If you have a number of client records you want to create, or if you have exported data from another application, you can complete the CSV template, then import the client data in one go.

Find out more: Import client data from a CSV file

We've added a new Client pie chart widget to the home page dashboard. By default, this widget shows a breakdown of clients by type, but you can change this by editing the widget settings.

Find out more: Clients pie chart widget

We've added a new Scratchpad widget to the home page dashboard. This widget is a great way to quickly add notes on your Home page dashboard. These notes are only visible to you and can be used as reminders, to do lists, notes from a call, or anything else you want to record.

The notes are saved as you type.

Find out more: Scratchpad widget

The Task Calendar widget provides a clear display of the tasks assigned to everyone, you, your practice, or a specific practice user. Select the required option from the list.

Find out more: Task calendar widget

You can now view information stored on the Companies House website for any limited company client you have added. These details are automatically refreshed and therefore always up-to-date.

You can also add contacts from company officers recorded for the company and download and import available documents.

Find out more:

View and use Companies House information

Add contacts from company officers

Download or import Companies House documents

You can now mark client records as active or inactive. This removes the client from the client list whilst still retaining their record. You can switch between viewing active and inactive clients.

Find out more: Mark clients as active or inactive

When producing personal tax returns, it is now possible to identify dividends (stock dividends, other dividends and dividends from UK companies) that have been sold. By selecting the All shares disposed check box, the dividends are not carried through into the following year.

Find out more: Dividends from UK companies section (SA100)

When adding new sections to tax returns, we have improved the Choose section to add window to make it easier and clearer to choose the required section.

Sections have now been separated into individual tabs accessed from the top of the window and the layout on each tab improved.

Find out more:

Add a new section to an individual return (SA100)

Add a new section to a corporation return (CT600)

Add a new section to an individual return (SA100)

Add a new section to a partnership return (SA800)

You can now record and manage your practice bank details and individual client bank details. Once recorded, the details can be automatically populated for applicable tax returns enabling tax repayments to be made to the applicable account.

Find out more:

Repayment details section (SA100)

Tax payments and repayments section (CT600)

Repayment of tax overpaid section (SA900)

We've made some improvements to the labelling used.

• Financial data is now Financial information.

• Entity details is now Client details.

• Recipient details is now Recipients.

We have also added a tooltip when the Create Proposal button is greyed out to indicate that a subscription is required.

We've provided a logging tool which logs every action taken in the platform for up to 60 minutes. This will be used by the IRIS Support team to replicate any issues you've been experiencing. This tool should only be used when requested by the IRIS Support team.

Find out more - Use the support diagnostics tool

You can now change your password from within the platform. You can also reset your password if you can't remember it.

You can now add your Email address, Known as name and Phone number to your profile details.

When creating a proposal, business details and primary contact details are now pre-populated for existing clients.

You can now create a proposal directly from the Client page via the Action list.