Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

3 Vote

Automate C2 NIC adjustments

Currently it is necessary to compute adjustments to C2 NIC manually for taxpayers who also pay C1 NIC. This is a time-consuming job and one which can easily be overlooked. It would be useful if it were automated.

Created 10 Feb 12:55 by Richard Morgan

Taxfiler / Tax

0
3 Vote

Ability to transfer funds directly between reserves

Excess depreciation on revalued assets should be transferred between P&L Reserve and Reval'n Reserve. Other transfers are also necessary sometimes. Taxfiler can't cope with this, meaning accounts aren't compliant

Created 02 Feb 15:17 by Guest

Taxfiler / Accounts

2
3 Vote

Bridging Software for MTD for ITSA

We will need the ability to, at it's simplest, submit figures from a spreadsheet we maintain to HMRC for MTD for ITSA, or at it's best, provide some portal where clients could submit the bare detail of their income and expenditure as full-blown ac...

Created 05 Jan 16:25 by Stephen Barker

Taxfiler

1 Planned
4 Vote

Increase the character limit for Trust client names

It would be useful to have more characters for the client name when setting up trust clients. Unlike business clients, you don't have the 'edit name' option where you have extra fields for the full business name.

Created 29 Aug 15:20 by Guest

IRIS Accountancy Suite / Core

0 Planned
2 Vote

Downloadable Excel file which shows which software accounts have been mapped to which Taxfiler accounts in the Trial Balance

Once you unlink this information is gone and means there is no traceable way of getting back to from the the Taxfiler accounts to the software accounts.

Created 12 Apr 19:49 by Khushal Joshi

Taxfiler / Accounts

0
2 Vote

Bulk option to restrict user access to clients

Useful: it is very time consuming to restrict user access to clients on a one by one basis especially when you have hundreds of clients. It is needed when onboarding new members of staff that are not authorised to view certain clients to avoid con...

Created 31 Mar 10:47 by Guest

Taxfiler / Corporation Tax

0
4 Vote

Emails not sent list

When bulk emailing from Iris it would be useful if it generated a report to show which emails haven't been sent. We currently have to tick lists off one by one to find out which letters haven't been sent.

Created 01 Aug 11:19 by Martin Smith

IRIS Accountancy Suite / Practice Management

0
2 Vote

The ability to generate VAT filing period reports

It would be helpful to generate VAT reports to show monthly / quarterly filing period due dates

Created 23 Mar 12:59 by Guest

Taxfiler / VAT

0
3 Vote

Include Signature when emailing documenst directly from iris

When in send an email using outlook i have a signature and disclaimer at teh bottom of my emails. This look more professional. It would be nice for emails being sent from Iris could utilise the signature already set up in outlook.

Created 18 Nov 11:19 by Guest

IRIS Accountancy Suite / Practice Management

0
3 Vote

Pension Scheme/ Trust accounts production

Produce Pension Scheme accounts for SSAs and SIPP clients. It is only another discretionary trust, so could be added in with Trust accounts production. Taxfiler does trust tax return, so it seems sensible to be able to do the accounts as well.

Created 16 Nov 14:42 by Adrian Baker

Taxfiler

0