Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

116 Vote

Show last years figures next to current year in all apsects of Personal tax including reports

Seeing last years figures on the same screen / report is valuable comparison

Created 23 Aug 11:48 by russell ball

IRIS Accountancy Suite / Personal Tax

6 Planned
21 Vote

Allow more editing of the checklist

The wording for joint property income and expenditure is misleading to clients, as it states "X% share of figures shown" but the figures shown actually represent 100% so clients get confused over whether to provide their share or 100%. If we could...

Created 30 Aug 11:55 by Guest

IRIS Accountancy Suite / Personal Tax

6
16 Vote

Ability to submit 64-8 electronically to HMRC within the client record

Once form 64-8 is generated, select the relevant taxes you want authentication for and then to be able to submit it to HMRC from from within the software. Also the ability to identify which authentication codes are missing (so we can chase up befo...

Created 22 Nov 12:26 by Louis Evangelou

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

0
13 Vote

Ability to switch from one tax year to another whilst in a data entry screen

Functionality to switch from one tax year to another whilst remaining in the same data entry screen. This would allow the user to compare values entered for the same source from one year to the next and make entries if applicable without having to...

Created 18 Dec 10:08 by Jenny Strudwick

IRIS Accountancy Suite / Personal Tax

0
10 Vote

To have the ability to password protect PDF's within personal tax

It would be helpful if, when generating a tax return in Personal Tax, the PDF could be password protected and then emailed to the client. We have some clients that do not want to use IRIS Openspace and so, to be able to email the client with the f...

Created 13 Feb 16:56 by Guest

IRIS Accountancy Suite / Personal Tax

0
10 Vote

Import of shareholdings into personal tax

When you create a new ltd co in iris the directorship details automatically appear for the director in personal tax, it would be really useful if the details of his shareholdings could also automatically come through to personal tax. At the moment...

Created 15 Oct 10:52 by Nikki Drake

IRIS Accountancy Suite / Personal Tax

1
9 Vote

Property allowance and marriage allowance reminders

Property allowance - if a residential let property has expenses of less than a £1,000 then it is more beneficial to use the £1,000 property allowance. If you forget to apply for this ( why is it not automatic?) then you will only have the expenses...

Created 18 Dec 10:33 by Guest

IRIS Accountancy Suite / Personal Tax

0
8 Vote

Report to keep track of pension contributions towards the annual pension allowance and amounts of carried forward allowance

When entering pension contributions, it would be helpful if there was a report or tab to keep track of the amount of contributions saved towards the annual allowance. In addition, a report or tab so as to calculate and keep track of unused pensio...

Created 13 Feb 16:36 by Guest

IRIS Accountancy Suite / Personal Tax

0
7 Vote

Ability to prepare joint rental accounts in accounts production and then to split the data into each owner's personal tax return

Ability to prepare joint rental accounts in accounts production and then to split the data into each owner's personal tax return. Current issue is that to prepare joint rental accounts, you must create a 'partnership' client. whilst you can specif...

Created 22 Nov 19:15 by Louis Evangelou

IRIS Accountancy Suite / Business Tax / Personal Tax

0
6 Vote

Connected party losses

Add the functionality to deal with connected party losses within Capital gains.

Created 24 Jun 13:31 by Sean Deverell

IRIS Accountancy Suite / Personal Tax

1