Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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
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
33 Vote

Ability to add accounting firms logo to the front page of the accounts

No description provided

Created 15 Oct 15:14 by Wendy Ilsley

Taxfiler / Accounts

3
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
35 Vote

Community Interest Company (CIC) accounts

The option to produce Community Interest Company (CIC) accounts

Created 06 Jul 14:28 by Wendy Ilsley

Taxfiler / Accounts

1 Planned
34 Vote

Self assessment SA302

i have had more than one customer ask for this in the last few months

Created 22 Jul 14:19 by Guest

Taxfiler / Tax

3
36 Vote

Email notification if error generated by co hs "The accounts were rejected by Companies House."

Taxfiler should email account holder that companies house has generated error on submitted accounts not just red flag on accounts submission page, as error generated date would be week after submission date , so we should get alert from system abo...

Created 07 Apr 14:34 by Guest

Taxfiler / Accounts

2 Planned
30 Vote

Generate Client Letter

I would like to see a template letter i can send to clients showing the amount of personal or Corporation Tax they have to pay after finalising the accounts or Tax Returns with the due date payment to be made to HMRC or Companies House.

Created 15 Dec 15:38 by Edwin Samu

Taxfiler / Practice Management

1
33 Vote

Updates to Accounts module, compliance and improvements

Planning to do a number of small improvements in the accounts module.

Created 05 Jun 14:17 by Wendy Ilsley

Taxfiler / Accounts

2 Planned

Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Suggest & prioritise ideas for our customer-driven roadmap

Filter by status

Filter by category

Ability to extend timeout function

Ability to add additional non-Taxfiler services/jobs to client records

Show last year's entries alongside the current year

Ability to add accounting firms logo to the front page of the accounts

Automate calculation of adjusted Class 2 NIC based on Date of Birth

Community Interest Company (CIC) accounts

Self assessment SA302

Email notification if error generated by co hs "The accounts were rejected by Companies House."

Generate Client Letter

Updates to Accounts module, compliance and improvements

Filter by status

Filter by category

Identify yourself with your email address

Ability to extend timeout function

Ability to add additional non-Taxfiler services/jobs to client records

Show last year's entries alongside the current year

Ability to add accounting firms logo to the front page of the accounts

Automate calculation of adjusted Class 2 NIC based on Date of Birth

Community Interest Company (CIC) accounts

Self assessment SA302

Email notification if error generated by co hs "The accounts were rejected by Companies House."

Generate Client Letter

Updates to Accounts module, compliance and improvements