Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

5 Vote

Produce 64-8 agent form to send to client

Once we have opened a new client can a 64-8 Agent form automatically be available to send to client for signature

Created 6 May 09:05am by Maria Gifford

Taxfiler

0
9 Vote

Detailed report for trust returns

Ability to print the detailed entry report for trust returns.

Created 4 May 03:26pm by Paul Dix

Taxfiler

4
4 Vote

Option to add the data input page status to the detailed report

Sometimes we send the detailed report to the client when trying to fill in the gaps - it would be useful to see 'complete' or 'awaiting information' next to each section as appropriate. First requested Nov 2016

Created 4 May 03:22pm by Paul Dix

Taxfiler

4
3 Vote

Add "Estimated" as tax return status

This would be useful so that we know to disregard any entries already made when it comes to completing the return for real.

Created 4 May 03:20pm by Paul Dix

Taxfiler

0
37 Vote

Show last year's entries alongside the current year

This helps with sense checking & also helps to make sure you're not missing something.

Created 4 May 03:19pm by Paul Dix

Taxfiler / Tax

5
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 4 May 03:13pm by Paul Dix

Taxfiler

0
5 Vote

Dividend rate and number of shares field in data input page for other and stock dividends

Add in fields, on the data input sheets for "other dividends" and "stock dividends" for individuals so that a user can add in the dividend rate as well as the shareholding & for taxfiler to calculate the total dividend.

Created 4 May 03:11pm by Paul Dix

Taxfiler

0
3 Vote

Allow a narrative entry on the state pensions and benefits data input page

To help with the audit trail of where the information has come from or how it has been calculated

Created 4 May 03:09pm by Paul Dix

Taxfiler

0
6 Vote

Limited Company Statutory Deadline amendment

Would be helpful if the statutory deadline date was inline with the 9 months requirement for filing with Companies House

Created 29 Apr 12:56pm by Linda Hodgkinson

Taxfiler / Deadline Diary

1
241 Vote

Ability to amend/ rename headings on trial balance

Ability to amend headings on the trial balance for expenditure, which isn't already included.

Created 24 Apr 11:00am by Guest

Taxfiler / Accounts

97 Will not implement

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

Produce 64-8 agent form to send to client

Detailed report for trust returns

Option to add the data input page status to the detailed report

Add "Estimated" as tax return status

Show last year's entries alongside the current year

Allow refresh from the dividends database

Dividend rate and number of shares field in data input page for other and stock dividends

Allow a narrative entry on the state pensions and benefits data input page

Limited Company Statutory Deadline amendment

Ability to amend/ rename headings on trial balance

Filter by status

Filter by category

Identify yourself with your email address

Produce 64-8 agent form to send to client

Detailed report for trust returns

Option to add the data input page status to the detailed report

Add "Estimated" as tax return status

Show last year's entries alongside the current year

Allow refresh from the dividends database

Dividend rate and number of shares field in data input page for other and stock dividends

Allow a narrative entry on the state pensions and benefits data input page

Limited Company Statutory Deadline amendment

Ability to amend/ rename headings on trial balance