Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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 08:50 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 10:36 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 13:51 by e l

Taxfiler / Tax

0
2 Vote

Post tax journal from Taxfiler back into Xero

No description provided

Created 27 Jul 16:06 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 11:58 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 16:01 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 11:48 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 14:58 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 10:28 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 03 Mar 14:52 by adrian huston

Taxfiler / Tax

0