Customer feedback & Ideas for IRIS
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62
Vote
Accounts approval by multiple directors
Sometimes more than one director requests to sign the accounts. It would be very useful if you could add more than one directors approval to the accounts, rather than a default one director.
Created 27 Nov 12:11 by Guest
Taxfiler / Accounts
0
53
Vote
Add "Amended" to accounts for Limited Companies.
Add the word Amended as an option in the status for accounts, with the option for this to be displayed on the accounts, when a user needs to print and submit amended accounts to CH
Created 18 Nov 11:55 by Guest
Taxfiler / Accounts
6
Planned
60
Vote
Free form notes
The ability to add new notes to Taxfiler Limited Company Accounts. Include option to insert a table format.
Created 23 Apr 14:22 by Guest
Taxfiler / Accounts
8
55
Vote
Prior year adjustment needs to include restated on accounts
Where a prior year adjustment is made the accounts need to say restated over them and this is not possible in tax filer
Created 18 May 08:00 by Guest
Taxfiler / Accounts
3
Planned
49
Vote
Engagement letters
Add the ability to issue engagement letters to clients setting out what we will do and just as important what we will not do. Existing suggestions from professional bodies are far too long , so a simple summary is what is needed plus the ability t...
Created 27 Mar 04:10 by Guest
Taxfiler / Practice Management
4
39
Vote
Updates to the tax questionnaire
There are a number of requests for updates to the questionnaire, creating this ticket to merge them all.
Created 03 Sep 09:06 by Wendy Ilsley
Taxfiler / Tax
5
40
Vote
Ability to extend timeout function
It would be useful to be able set the automated session timeout to a period that suits you. I work alone (so security isn't an issue) & regularly switch between screens. If I don't save something & get distracted, all that data is lost.
Created 26 May 15:46 by Matt Smith
Taxfiler / General and Misc
5
39
Vote
Ability to add additional non-Taxfiler services/jobs to client records
Add ability to create non-Taxfiler jobs, which can be applied to client records and tasks tracked.
Created 16 Mar 18:07 by Alison Ford
Taxfiler / Deadline Diary / Practice Management
7
Planned
30
Vote
Automate calculation of adjusted Class 2 NIC based on Date of Birth
The date of birth of clients is already known to the application so it would be useful for Taxfiler to calculate when the client reaches 65 and correctly adjusts the amount of class 2 NIC that is due for tax year.
Created 22 Feb 13:11 by Guest
Taxfiler / Tax
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 04 May 15:19 by Paul Dix
Taxfiler / Tax
5
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