Customer feedback & Ideas for IRIS

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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit TF-I-144 Updates to the tax questionnaire.

Ability to email self-assessment clients a tax return questionnaire directly from Taxfiler Merged

Add in the functionality to email the questionnaires to clients from within Taxfiler.

  • Guest
  • Mar 25 2020
Taxfiler / Tax
  • Admin
    Alison Ford commented
    March 25, 2020 19:07

    Thanks for the suggestion. The OpenSpace portal is much more secure than email for sending documents to clients. Would uploading the questionnaire to the portal suffice?

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