Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Upload Taxfiler Tax Return questionnaire to clients in bulk via IRISOpenSpace

Currently can upload to each client separately, but would be great to be able to do this en masse.

Created 21 May 10:28 by Guest

Taxfiler / Tax

0
1 Vote

Add fee issued field to client records

Has Taxfiler ever thought about added a ‘fee issued’ field - so we can keep a record of clients who have and have not been invoiced?

Created 12 Apr 15:46 by Alison Ford

Taxfiler / General and Misc

0
1 Vote

Add new field for Notes under Quick Reporting section

Useful to see list of Notes given the range of dates

Created 12 Apr 09:38 by Guest

Taxfiler / Quick Reporting

0
1 Vote

Archive directory - change destination

When archiving a client it would be helpful to be able to adjust the directory which receives archive files, rather than default to the downloads directory. This would be useful, for example when using dropBox.

Created 03 Mar 14:52 by adrian huston

Taxfiler / Tax

0
1 Vote

Tick a box to use SA104F (full partnership pages in an individual's return).

We would please like to have an option to tick a box in SA104 to include the full version rather then the short version. At the moment Taxfiler selects either full or short version depending on the data included. We have some clients whose data on...

Created 19 Feb 11:03 by Best Tax services Ltd

Taxfiler / Tax

3
1 Vote

Automate coding of taxpayer as UK / Scottish / Welsh

It would be useful if the taxpayers were coded automatically to the correct territory based on their postcode rather than us having to remember to change non-UK taxpayers manually.

Created 10 Feb 12:53 by Richard Morgan

Taxfiler / Tax

0
1 Vote

Losses used against prior year income to automatically populate in the adjustments section

For capital losses used against prior year income, HMRC gives the relief as an adjustment in the current year. But when this is entered on Tax Filer, within the 'Capital Gains’ section in the 'Capital Losses' tab, the amount does not get taken int...

Created 15 Jan 16:07 by Guest

Taxfiler

0
1 Vote

Enable TaxFiler to link to Expensify

I have clients who utilise Expensify as a means of primary data capture. It would be helpful if TaxFiler could be developed to upload that data for use in VAT and CT submissions, to avoid the need for bridging software, which will be an HMRC requi...

Created 11 Jan 14:23 by Guest

Taxfiler

0
1 Vote

Inclusion of Form 100D IHT

No description provided

Created 16 Nov 14:58 by Wendy Ilsley

Taxfiler

0
1 Vote

Create a product offering for companies doing their own accounts

As a qualified accountant, I would like to be able to submit my own Ltd Co accounts and CT600 through TaxFiler, however you currently need an agents logon to be able to submit accounts. I'm sure I'm not the only person doing my own accounts who wo...

Created 22 Oct 15:56 by Belinda Beretta

Taxfiler

1