Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
3 Vote

There is no capability within Iris Company Secretarial to produce form SH02 in respect of Redemption shares

We have just had to fill in a blank form SH02 and upload this ourselves to Companies House to file (Form SH02) to reflect redeemable shares having been redeemed. The issue is we cannot reflect this action on the Iris Database and it leavers our re...

Created 05 May 10:33 by Guest

IRIS Accountancy Suite / Company Secretarial

0
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

Ability to add an Iris job to multiple clients at the same time

It would be useful and save a lot of time if you could add a particular new job to several Iris clients at the same time rather than having to go into each one separately.

Created 23 Jul 11:16 by Michelle Morton

IRIS Accountancy Suite / Practice Management

0
8 Vote

Support for Office 365 in Practice Manager

Enhance Word and Outlook plug ins to support Office 365 (on-line click to run versions of Office)

Created 20 Sep 18:45 by Alison Ford

Keytime Suite

0
6 Vote

Calculation of main residence and lettings relief

It would be useful to have a tool to calculate main residence and lettings relief as it is messy working out dates of occupancy etc. An error can have major implications for tax payer.

Created 07 Jul 08:37 by rose Mullarkey

Taxfiler

0
2 Vote

Ad-Hoc disposal comments in register reports

Sometimes comments need to be made regarding “ad-hoc disposals” (e.g. when it’s due to a capital reduction / redemption) but this section of the register report doesn’t seem to be editable anywhere within the IRIS register – nor do the comments in...

Created 16 Feb 10:35 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
2 Vote

PSC entry dates

The PSC entries have 2 dates that need to be recorded within the register: the date of becoming a PSC (e.g. beneficial interest was transferred on 01/02/2024) and the date that this is physically entered into the registers (e.g. 13/02/24 when the ...

Created 16 Feb 10:33 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
3 Vote

Extend Auditor Address field

Extend the available characters in the address field from 40 to 45

Created 08 Mar 10:27 by Nichola Tunstall

IRIS Accountancy Suite / Accounts Production

0
6 Vote

Email disclaimer and company logo and signature on outgoing emails

when we use action email to send out documentation to clients we need our email dsiclsiamer and signature and company logo to appear on these emails

Created 20 May 11:18 by Guest

IRIS Accountancy Suite / Practice Management

0 Planned