Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

6 Vote

To be able to enter dividends and it would automatically go to the other shareholder where there are joint holdings

In the interest section if you put interest in and it is assigned jointly to another person it automatically enters their share on their records. Why can't we do this in the dividend section?

Created 11 Jan 15:39 by Guest

IRIS Accountancy Suite / Personal Tax

0
6 Vote

In personal tax have a tax liability to be coded out next year automatically entered in next year

In Personal Tax when you apply for a client's tax liability to be coded out for the next year, the details are not automatically entered into next years workings. I have to check last year's tax computations to re-enter the information for next year.

Created 16 Oct 09:12 by Brittany Draper

IRIS Accountancy Suite / Personal Tax

1
3 Vote

it must say SA302 on "All tax computations" report

When we print "All Tax Computations " report for the mortgage lenders from IRIS, for a client, I think it must say on top as "SA302" because lender do not understate this and they insist on getting a SA302 from HMRC, which take lot of times.

Created 23 Feb 16:24 by Guest

IRIS Accountancy Suite / Personal Tax

0
4 Vote

Have a report or tab to track pension contributions towards the lifetime allowance in Personal Tax

It would be helpful if within personal tax, the system recorded each time an entry was made for pension contributions and kept a running total. It could then generate a report or show the information in a tab along with the amount of lifetime allo...

Created 13 Feb 16:38 by Guest

IRIS Accountancy Suite / Personal Tax

1
3 Vote

Ability to send a 'full' e-checklist to new clients

When new clients come aboard, it would be useful to have the ability to send them a full e-checklist in the first year. The current automatic setting is that it only asks them about sections which have been completed in their tax return. This is f...

Created 10 Jun 11:52 by Guest

IRIS Accountancy Suite / Personal Tax

0
4 Vote

Please ensure that the second payment on account is 1p more than POA1 when the tax is not an even amount

Stops us looking like idiots when we provide incorrect tax payments - simple fix!

Created 05 Nov 08:46 by David Harris

IRIS Accountancy Suite / Personal Tax

0
4 Vote

List of Cars owned by the Company within IRIS P11d

This would enable to allocate cars to employees easier, for instance if an employee leaves and the car is transferred to another employee, you have to completely re-enter the vehicle details onto the new employee, these details already held in IRI...

Created 24 Aug 13:03 by Guest

IRIS Accountancy Suite / Personal Tax

0
4 Vote

More advanced Capital Assets and Data Feed

Advanced Capital Assets to handle reorganisations, takeovers, demergers, valuations etc.

Created 18 Dec 13:36 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
4 Vote

Can we put HMRC online filing status into the filing screens?

Can we put the CH/HMRC gateway status that is in OpenPortal into filing windows within our software so that when users go to file they would be warned that the gateway is down etc. ahead of filing.

Created 18 Dec 10:20 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax / Personal Tax / Trust Tax

0
4 Vote

Carry out validation before the Return is printed

Some validation occurs after the tax return has been printed which means making changes and then re-printing it would be better if all validation was carried out before the Return is printed. Giving the user a button on the tool bar to carry out...

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0