Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

97 Vote

Populate tax return with 'View HMRC Data'

It seems really strange that we can view data for employment etc held by HMRC but unlike TaxCalc and BTC (and maybe others) this isn't then transferred to the tax return? In these days of API integration, having to open this page in a new tab, cop...

Created 26 Aug 15:15 by Tim Woodward

Taxfiler / Tax

8 Planned
39 Vote

Updates to the tax questionnaire

There are a number of requests for updates to the questionnaire, creating this ticket to merge them all.

Created 03 Sep 09:06 by Wendy Ilsley

Taxfiler / Tax

5
37 Vote

Show last year's entries alongside the current year

This helps with sense checking & also helps to make sure you're not missing something.

Created 04 May 15:19 by Paul Dix

Taxfiler / Tax

5
30 Vote

Automate calculation of adjusted Class 2 NIC based on Date of Birth

The date of birth of clients is already known to the application so it would be useful for Taxfiler to calculate when the client reaches 65 and correctly adjusts the amount of class 2 NIC that is due for tax year.

Created 22 Feb 13:11 by Guest

Taxfiler / Tax

0
34 Vote

Self assessment SA302

i have had more than one customer ask for this in the last few months

Created 22 Jul 14:19 by Guest

Taxfiler / Tax

3
26 Vote

Automate the calculation of Class 2 NIC when Self employment not a full year

It would be very useful if the software could automate the calculation of the adjusted class 2 NIC due where self employment/partnership income does not cover a full year for example where these sources have ceased. This can get missed and it is a...

Created 22 Feb 13:15 by Guest

Taxfiler / Tax

1
23 Vote

Print Self assessment payslip & payment details

We seem to be getting more queries now about how to pay tax, despite it going in letters earlier in the year. Would it be relatively simple from the 'status' page of a tax return to spit out a pdf of the SA361 payslip, which could also contain the...

Created 29 Jan 15:36 by Paul Dix

Taxfiler / Tax

0
18 Vote

2021 Questionnaire - Grants Section

For those clients with self employment or partnership income, any chance of you adding in a section in the questionnaire asking for details of all grants received (date, type and amount)?

Created 19 Mar 10:24 by Paul Dix

Taxfiler / Tax

1
17 Vote

Assets and capital allowances

it would be useful if the FA section kept a list of assets year on year. currently, if a van is purchased in 2019 and aia is claimed (c/fwd twdv to 2020 is nil), by the time you get to 2020 there is no mention of the van is the FA section. other p...

Created 31 Mar 14:03 by e l

Taxfiler / Tax

0
18 Vote

Ability to have multiple trades/self employments feed through to tax return

Currently tax payers with multiple trades can only have one of the trades feed through from accounts production, the rest are manually entered on to the tax return. Would be great to have this enhanced to carter for multiple trade tax payers.

Created 05 Jun 15:15 by McCloud Ngonga

Taxfiler / Tax

0