Personal Tax - Report on Status of clients (Tax Return was sent, no work etc)
Article ID
personal-tax-report-on-status-of-clients-return-was-sent-no-work-etc
Article Name
Personal Tax - Report on Status of clients (Tax Return was sent, no work etc)
Created Date
17th December 2021
Product
Problem
IRIS Personal Tax - Report on Status of clients (Return sent, not sent, no work etc ) using TAX RETURN MASTER LIST
Resolution
You want to know if any work was done for a client – if a return was sent, if no work was done etc. There are several reports in PT to help you.
Go to the top of PT, Administration and there are seven numbered reports and a further 5 at the bottom.
Run the ‘Tax Return Master list’ or the ‘Electronic Return progress’ report – these will list the status of each of your active clients.
The reports are based on the year – so choosing 2021 year first and it will only show work done for the 2021 year.
NOTE: If you password protect a client (under Client/View/Confidentiality) then they will be omitted/hidden from these reports.
Tax return Master list – how to complete the column ‘Dealt with by?’: Administration | edit client details | Click on spy glass next to staff and select user. The users Name only populates once certain actions are made eg submitting returns etc
How it orders names on report ? For example if you select Primary- ‘Tax return current Status’ and Secondary – ‘Client name’ – it will order it by these two methods:
a) Anyone with a status – it will always use their ‘Elapsed days’ (oldest) to be shown first and not by name (its defaulted on and cant be switched off)
b) Anyone with no status (shows as ‘No details’) it will be shown by their name
If you need a list of clients with just their name by order – select primary ‘No Special Order’.
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