Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
10 Vote

Form communication tracking

Because of other limitations it’s bizarre that the Communication Tracking log of the form details can only be saved prior to any XML edits have been made and so there’s no way to log a record of the actual form that ends up being submitted to CH.

Created 16 Feb 10:42 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial / Practice Management

0
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
9 Vote

Limited by Guarantee company member register

Guarantee companies without share capital are required to maintain a registers of members (as these often do not match the officers of the company we have to create manual registers because IRIS does not provide an option for maintaining members w...

Created 16 Feb 10:31 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
9 Vote

Number of shares exceeded - remove maximum limit

Many of our clients have exceeded the limits on the number of shares allowed to be input into the registers (something like 1 million shares I believe).

Created 16 Feb 10:29 by Lexi Dew

IRIS Accountancy Suite / Company Secretarial

0
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
3 Vote

Company logo on front page of accounts within IRIS Accounts Production

During a training session conducted last week, Tim Allsopp mentioned that he would look into the possibility of adding the company logo to the front cover of the accounts. We are currently moving operations from CCH to IRIS and this is something w...

Created 05 Aug 18:15 by Karan Panesar

IRIS Accountancy Suite / Accounts Production

4 Already exists
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