The wording for joint property income and expenditure is misleading to clients, as it states "X% share of figures shown" but the figures shown actually represent 100% so clients get confused over whether to provide their share or 100%. If we could amend the wording on the checklist, this would make it clearer whether the previous year's figures shown, represented only their share of the profits or a 100% share.
Guest
when sending a reminder to complete the e-checklist, would be better if the 'last updated' stage would show the later date rather than only showing the date the e-checklist was generated
Hi Jonathan
Again, have you tried e-Checklists? As you can add new sections and questions which are rolled forward year on year?
It would also be useful if the checklist also included a 'Residency Checklist' for those non-resident clients. It's something that we are always having to ask the client separately for the days spent in the UK
Hi Andrea, I'm not sure I understand the restriction you are looking for? The import routine is not automatic. Someone has to look at the checklist and choose which sections/figures are to be imported on each checklist before any data can be imported into IRIS Personal Tax. If you are experiencing anything different to this you need to discuss it with our Support team to ensure that it is setup correctly and that there are no current issues in this functionality.
Hi Jenny we have been prevented from using the e-checklist despite it's adaptability because you cannot turn off the function of the data at client level being automatically imported into PT. If this function could be turned off however so that we could still adapt the wording on the checklist but prevent receiving data being fed directly into PT, that would be ideal.
Hi, thank you for the suggestion. Have you tried using the e-Checklists in Personal Tax? These are fully editable, both at a client level and at a practice level. You can change all wording for all sections and even add and remove sections.
The e-Checklist can also be printed and sent by post for any clients that are still reluctant to move over to IRIS OpenSpace, despite it being a far more secure method of sharing information with your clients.