Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

13 Vote

Quick Report enhancements - more data fields to choose to display

Opening up more data to select and include to display in reports, for example with self assessment - the 2nd payment on account field. Could be very useful to draw a list of individuals that are due to pay a 2nd PoA by 31 July 2020 and send them a...

Created 30 Jun 14:37 by Kobus Van den Bergh

Taxfiler / Quick Reporting

3
5 Vote

Report showing tax due amounts for all clients

A downloadable report which will give the calculated tax due at 31 July and 31 January for all SA clients

Created 06 Aug 11:28 by Tim Andow

Taxfiler / Quick Reporting

0
6 Vote

Reporting of accounts and tax data

Ability to report on the data held in taxfiler would be very useful. Report all clients with shareholder funds greater than x. Report all clients with property income. etc etc - download to spreadsheet or expansion of existing reporting but with a...

Created 01 Oct 16:17 by Paul Austen

Taxfiler / Quick Reporting

0
2 Vote

More detialed client reporting from tax return data (ref MTD)

With MTD approaching, it would be useful to drill more into the tax return data in the reporting section, like being able to pull out a list of clients who in 20/21 had rental income over £10k, for instance. There are other times when this kind of...

Created 16 Nov 11:24 by Paul Dix

Taxfiler / Quick Reporting

0
1 Vote

All data included as data input to appear on the 'View detailed report' on data input page

The 'view detailed report' on the data input page does not pick up all the data that is actually entered in the data input stage. So the view detailed report is incomplete. What I am requesting is that the 'detailed report' should be a summary of ...

Created 14 Dec 09:46 by Best Tax services Ltd

Taxfiler / Quick Reporting

2
1 Vote

Add new field for Notes under Quick Reporting section

Useful to see list of Notes given the range of dates

Created 12 Apr 09:38 by Guest

Taxfiler / Quick Reporting

0