Home page

The HOME page is shown after logging in to Taxfiler by IRIS and can be accessed by selecting HOME from the menu bar. The screen shows a breakdown of your current filing progress in a pie chart and a list of your most recently accessed tax returns.

Using the status pie chart

The pie chart shows a summary of the current status for the tax returns on file. If you have not set up any tax returns then the pie chart will state No matching data.

By default the chart will show the status of all your tax returns. If you wish to view results for a particular year, use the Year: drop-down list to select the year to view.

If you have a multi-user account and have set your client responsibilities then you can choose to view cases for a particular Partner, Manager or Staff member, or for a particular Office.

Selecting a section of the pie chart displays the corresponding list of tax returns.

Recently selected cases

Most recently viewed Tax returns or set of accounts are displayed at the top of Your recently views cases. Select any Code or Name listed to open that case.

When Practice Management is enabled

The HOME screen shown after logging in when the Practice Management module is enabled, defaults to your My Tasks screen. This screen shows jobs that are overdue in pink, followed by jobs in due date order.

There are tabs to access your My Jobs screen, which shows jobs where you are assigned a task, even if that is not the current task, giving you an overview of the status of your jobs.

The recent cases tab is as detailed above.