Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

9 Vote

Show HMRC Bank Details on the Summary of Tax Payable

My clients are always asking me for the bank details and reference to make their SA payments; having it on the Summary of Tax Payable page at the end of the tax return would be beneficial to them and me.

Created 23 Jun 14:44 by Debra Lock

Taxfiler / Tax

0
15 Vote

Allow override or adjustment to Student Loan liability calculation

Please simply add to the Student Loan section the ability to override the automatic calculation. The factors in the calculation may not be sufficient to state the liability accurately. For example, the taxpayer may have made additional payments di...

Created 26 Nov 17:43 by Guest

Taxfiler / Tax

0
13 Vote

Auto-tick Coronavirus income box if SEISS income in self-employment page added

At the moment, SEISS income received in 2020/21 requires not only adding in the Self-employment data input, but also a separate visit to the Coronavirus income page in the 'other details' section. The vast majority of clients will not need this se...

Created 30 Mar 14:58 by Guest

Taxfiler / Tax

0
14 Vote

Pension Contribution warning/restriction

Taxfiler could easily give a review warning if pension contributions exceed net relevant earnings, or automatically calculate it and restrict the entry. Currently you can happily put any figure you like in as a pension contribution.

Created 20 Jul 13:56 by Paul Dix

Taxfiler / Tax

0
15 Vote

Add ability to amend figures in current year estimated tax liability summary

Currently the estimate of the tax liability in the current year is based on figures entered in the prior year which cannot be edited. Please allow the figures to be edited.

Created 16 Mar 18:33 by Alison Ford

Taxfiler / Tax

1
11 Vote

Review reminder re SEISS/CJRS

It would be useful to have a review reminder to make sure we have reported SEISS and CJRS Grants - or alternatively, if we have entered something in self employment - SEISS Grants, a warning if we have not added in the Coronavirus income data inpu...

Created 12 May 08:19 by Paul Dix

Taxfiler / Tax

0
8 Vote

Capital Allowances Schedule

A report that lists all of the asset movements and capital allowances claimed from the first to the last tax return

Created 02 Dec 15:44 by Guest

Taxfiler / Tax

0
11 Vote

Taxfiler Pie Chart to retain selection for current tax year only

By default, the Taxfiler pie chart shows returns open/submitted/ ready for client etc over EVERY tax year, for as long as you've used the software. Whilst you can change the filter to e.g. 2020 only, this filtering doesn't "stick", you have to sel...

Created 15 May 11:16 by Guest

Taxfiler / Tax

1
4 Vote

Questionnaire customisation - central tailoring

It would be really useful to be able to control centrally the questionnaire sections that either always come out, or that you always want suppressed. For example, even if someone didn't have gift aid or pension contributions last year, those are s...

Created 19 Mar 10:27 by Paul Dix

Taxfiler / Tax

0
3 Vote

Show Foreign tax credit relief calculations

It will be great if we can see either in the detailed report or in the tax calculations, how TF has calculated the FTCR. There is no way to tell, other then being told by TF support to do our own calculations and then compare it to TF's figure. Th...

Created 14 Jan 15:32 by Best Tax services Ltd

Taxfiler / Tax

1