Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Allow refresh from the dividends database

If the dividends database has been updated since rolling the tax return forward, it would be good to be able to refresh the entries. If would also be useful to know when the dividends database has been updated and when to. First Requested May 2016

Created 04 May 15:13 by Paul Dix

Taxfiler

0
1 Vote

Better error messages for client import failures

The error message for client import failures via CSV is very generic and gives no indication what the problem is. I had an instance where there was a format error in the UTR (I had "N/A" in the CSV instead of a blank cell) and the support team was...

Created 02 Aug 08:52 by Guest

Taxfiler / Practice Management

0
2 Vote

Introduce time and fees to work alongside PM

Tracking jobs and tasks via PM brings a major part of any practise into your software. The next step is surely to introduce a time ledger with the option of producing fees within the module or just marking the time as billed so removed from the ou...

Created 25 Mar 15:32 by Mark Watson

Taxfiler

0
2 Vote

Mail merge functionality

Can you add an option to send out an email to every client please

Created 23 Mar 10:56 by Guest

Taxfiler

1
2 Vote

Default staff member per task

Please allow a default staff member per task

Created 16 Mar 18:20 by Alison Ford

Taxfiler

0
1 Vote

Bulk VAT MTD Filings

A spreadsheet upload with client details, VAT numbers & VAT figures to bulk file MTD VAT returns would be very useful

Created 30 Jun 08:08 by Guest

Taxfiler / VAT

0
1 Vote

SHOW CLIENTS TO COMPLETE FOR CURRENT YEAR

Okay, so once the April / May period slows down a little it would be very useful to be able to focus on previous year clients that have not completed current year submissions. This will save huge amounts of time and effort and be easily done and m...

Created 13 Jun 11:58 by Guest

Taxfiler / Tax

0
1 Vote

Add CIMA to the list of reports. ACCA, IFA, ICAEW etc are already listed for LLP's

All CIMA accountants need this may be add ATT as well.

Created 19 May 08:34 by Guest

Taxfiler / Accounts

0
1 Vote

Integrate with Accountancy Manager

No description provided

Created 22 Apr 16:24 by Navin Sapkota

Taxfiler / Practice Management

0
1 Vote

Publish a 'Known issues' list

We have identified some issues with the 2022 tax return, to be told they are 'known issues'. This one in particular (P11d figures not pulling through to the tax comp) is fundamental and could easily cause an incorrect tax return to be sent to a cl...

Created 22 Apr 16:01 by Paul Dix

Taxfiler / Tax

0

Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Suggest & prioritise ideas for our customer-driven roadmap

Filter by status

Filter by category

Allow refresh from the dividends database

Better error messages for client import failures

Introduce time and fees to work alongside PM

Mail merge functionality

Default staff member per task

Bulk VAT MTD Filings

SHOW CLIENTS TO COMPLETE FOR CURRENT YEAR

Add CIMA to the list of reports. ACCA, IFA, ICAEW etc are already listed for LLP's

Integrate with Accountancy Manager

Publish a 'Known issues' list

Filter by status

Filter by category

Identify yourself with your email address

Allow refresh from the dividends database

Better error messages for client import failures

Introduce time and fees to work alongside PM

Mail merge functionality

Default staff member per task

Bulk VAT MTD Filings

SHOW CLIENTS TO COMPLETE FOR CURRENT YEAR

Add CIMA to the list of reports. ACCA, IFA, ICAEW etc are already listed for LLP's

Integrate with Accountancy Manager

Publish a 'Known issues' list