Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Record civil partnerships in IRIS Practice Management

Currently, there is nowhere to record if a client is in a civil partnership. Please add this as civil partnerships attract certain tax reliefs on the same basis as marriages. The current workaround is to record a client in a civil partnership as b...

Created 24 Nov 11:43 by Guest

IRIS Accountancy Suite / Practice Management

2 Already exists
3 Vote

to upload company accounts to irisopenspace straight for client's approval from taxfiler

We know how to upload corporation tax return from taxfiler to irisopenspace, same way how can we do this for company accounts to send for approval of client? Can you create link for this too so we can upload company accounts straight from tax file...

Created 26 Nov 11:45 by Anit Shah

Taxfiler / Accounts

0
1 Vote

Datamine clients unticked for statements

Once a client has been unticked for statements, unless we keep a manual list of them, it is difficult to know which clients they are. Sometimes we untick a client for a couple of statement runs.

Created 09 Nov 11:01 by Guest

IRIS Accountancy Suite / Time & Fees

0
7 Vote

Ability to log and track claims and elections

The ability to log and track claims and elections directly within Business Tax.

Created 18 Dec 10:21 by Jenny Strudwick

IRIS Accountancy Suite / Business Tax

1
4 Vote

Adding print date to "Draft" watermark

Would be useful to quickly distinguish between different draft versions. Could even extend to free text like in VT Accs - e.g. "DRAFT - pre-tax review 25.11.20" or "DRAFT - v1.0 25.11.20"

Created 25 Nov 18:46 by Clive Farquhar

Taxfiler

0
4 Vote

To Display the IRMark on Attachments Which have been Submitted with the Tax Return

It would be useful to be able to have the IRMark imprinted on the attachments to Corporation Tax Returns once they have been submitted. Especially when submitting R&D Claims using Taxfiler with R&D Expenditure reports attached.

Created 17 Nov 12:33 by Paul Harmer

Taxfiler

0 Planned
6 Vote

enhance search to add filers to search with in search results

a more details search option, for instance search all emails to M007 with subject "loan"

Created 16 Nov 09:10 by sarah wilson

IRIS Docs

0
3 Vote

Add Tax Return Type Filter to Overview

Improvement to Overview Page please; Is it possible to add an additional selection criteria of the return type? During this period I would like to be able to select “Sa100” and see a pie chart of the status for SA100s but currently it automaticall...

Created 05 Nov 15:44 by Richard Jackson

Taxfiler / Tax

0
4 Vote

Archive multiple clients

Currently clients are only able to archive one client at a time. We've seen a growing number of instances where two Taxfiler practices have merged, split or sold blocks of clients and this is quite onerous, and clients have requested the ability t...

Created 28 Oct 08:57 by Wendy Ilsley

Taxfiler

0
5 Vote

Running total on posting disbursements/expenses on Time

This has been removed following an update. If you are not uploading a CSV file, and are manually posting, it is useful to see a running total as a cross check to your paper work. Can we have it back!

Created 25 Oct 07:43 by Lisa Linford

IRIS Accountancy Suite / Time & Fees

1