Customer feedback & Ideas for IRIS
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2
Vote
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 r...
Created 15 Jun 08:50am by Guest
Taxfiler / Tax
0
2
Vote
Create R185 certificate of deduction of tax form
It would be great if the R185 certificate of deduction of tax was available. The other versions of R185 relating to trusts are but not this one. For clients registered for CT61, it would be beneficial to be able to automate the completion of these...
Created 21 Apr 10:36am by Belinda Beretta
Taxfiler / Tax
0
2
Vote
Add student loan deductions to detail report
if an employer deducts student loans from a salary this needs to be entered in TF. it would be helpful if these deductions were shown on the detail report. this will make the review easier - currently you have to go into the return to check that t...
Created 31 Mar 01:51pm by e l
Taxfiler / Tax
0
2
Vote
Post tax journal from Taxfiler back into Xero
No description provided
Created 27 Jul 04:06pm by Matthew Phillips
Taxfiler / Accounts / Tax
0
1
Vote
SHOW CLIENTS TO COMPLETE FOR CURRENT YEAR
Okay, so once the April / May period slows down a little it would be very useful to be able to focus on previous year clients that have not completed current year submissions. This will save huge amounts of time and effort and be easily done and m...
Created 13 Jun 11:58am by Guest
Taxfiler / Tax
0
1
Vote
Publish a 'Known issues' list
We have identified some issues with the 2022 tax return, to be told they are 'known issues'. This one in particular (P11d figures not pulling through to the tax comp) is fundamental and could easily cause an incorrect tax return to be sent to a cl...
Created 22 Apr 04:01pm by Paul Dix
Taxfiler / Tax
0
1
Vote
Status for each property on new data input page
Hi - The new layout of the property data input pages are an improvement - but could we please have a status option (awaiting data/complete/reviewed etc) for each property?
Created 25 Mar 11:48am by Paul Dix
Taxfiler / Tax
0
1
Vote
Larger font for the IR mark on review and file screen of tax returns
please make the IR mark largewr on the tax return review and file screen to make life easier. we have to check the IR mark on the screen to the signed page and the current font is too small before submission (especially on large monitors)
Created 18 Jan 02:58pm by e l
Taxfiler / Tax
0
1
Vote
Upload Taxfiler Tax Return questionnaire to clients in bulk via IRISOpenSpace
Currently can upload to each client separately, but would be great to be able to do this en masse.
Created 21 May 10:28am by Guest
Taxfiler / Tax
0
1
Vote
Archive directory - change destination
When archiving a client it would be helpful to be able to adjust the directory which receives archive files, rather than default to the downloads directory. This would be useful, for example when using dropBox.
Created 3 Mar 02:52pm by adrian huston
Taxfiler / Tax
0
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