Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Allow attachments to be added to the PDF when printing

I would like some attachments to the CT and SA returns to be printed both when I send a PDF to the client for approval and when I print a PDF off the submitted version for my records.

eg When I attach an explanatory schedule or a document to the return. I'd want it added to the PDF so the client sees what it being submitted (when they e-sign) and so that I have a proper record of everything that the submission contained.

I would want options as to which attachments to include in the PDF as I wouldn't (for example) want the PDF to include the accounts that are attached to CT submissions.

  • Guest
  • Jun 15 2021
  • Attach files