Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Linking dividends from CoSec to personal tax

It would be good to have a link from Company Secretarial where the dividends and shareholdings are entered for them to be automatically picked up on a clients personal tax return. by having already entered them into accounts production, then compa...

Created 24 Mar 17:05 by Guest

IRIS Accountancy Suite / Personal Tax

1 Already exists
1 Vote

On personal tax have the facility to carry back information details to previous year rather than just bring forward.

Bring in the idea of a cross year copy, with the option to carry forward or carry back to previous years. Useful if needing to amend a previous years tax return originally prepared by a previous adviser.

Created 08 Jan 11:22 by Kevin Taylor

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Remove tick for 'allocation of allowances and deductions' on ALL clients tax comps

As a practice we are not keen on the new allocation of allowances and deductions section on the personal tax computations. We would like a practice level feature where we can remove it from all computations across the board rather than having to t...

Created 29 Oct 10:17 by Guest

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Add a Column on the Capital Assets page showing the Class of Shares

It would be helpful to see this rather than having to go into the share to see what Class it is so that you can pick it up easily. It would save a lot of time

Created 11 Jan 15:36 by Guest

IRIS Accountancy Suite / Personal Tax

0
1 Vote

A check box to claim tax credit relief in the property pages (box 44) where a taxpayer has taken out an interest paying loan and otherwise would be able to claim the tax relief as is they were receiving rental income that was taxable.

The above relates to taxpayers investing in a residential rental property company (limited) where they have to show the interest incurred on the property pages rather than on the additional information pages where such loan interest would normally...

Created 17 Dec 09:28 by Guest

IRIS Accountancy Suite / Personal Tax

0
1 Vote

Personal tax and Corporation tax Client Account to be updated automatically through HMRC retrieve

Pulling through from HMRC the payment of tax for personal and corporation tax and entering data (e.g. amounts, dates) into the client account. Also to be able to see at a glance what tax liabilities are outstanding as per HMRC.

Created 22 Nov 12:47 by Louis Evangelou

IRIS Accountancy Suite / Business Tax / Personal Tax

1
1 Vote

Automatically link client electronic approval of openspace documents to transmission to HMRC or Companies House

Once a client has approved a document within openspace an automatic link that would trigger Iris to transmit to HMRC or companies house would be useful. Time saving monitoring approvals in openspace - then logging into tax or accounts production...

Created 15 Oct 16:43 by Guest

IRIS Accountancy Suite / Accounts Production / Business Tax / Personal Tax

0
1 Vote

Mobile viewing of e-checklists

Considering the idea of e-checklists, I find it strange that they are not viewable on tablets or phones. The majority of our clients use a phone or tablet to open e-mails & therefore we have a fairly low percentage who are willing to use e-che...

Created 19 Sep 07:57 by Anthony Kimberley

IRIS Accountancy Suite / Personal Tax

0
1 Vote

One Click production of forms and upload to OpenSpace

It has been requested that we have a one click option that produces the Tax Return, Computation and Schedules and automatically uploads them all to OpenSpace for the the client to Approve. It would be good if we could even automatically submit t...

Created 18 Dec 14:24 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
0 Vote

PTAX: Request to add option to enter property income dividends (REIT income)

Request to add a new section within the any other income or profit area specifically for property income dividends (REIT income)

Created 18 Dec 10:10 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0