Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Unable to reclassify a Specific share allocation/certificate number for the shareholder for a share event

When completeing a share reclassification it is not possible to reclassify a specific share allocation/certificate number for the shareholder For example:Created Ordinary share - created 3 separate share issues for different amounts logged on diff...

Created 11 Jan 15:12 by Nick Lloyd

IRIS Accountancy Suite

0
1 Vote

Add Client Manager to the Order Field on the Time Ledger General Postings Report

It would be useful to be able to sort this report by Client Manager.

Created 06 Jun 09:19 by Guest

IRIS Accountancy Suite / Practice Management

0
1 Vote

EPEN Chart additional accounts needed for investment properties

Any pension scheme with more than 5 investment properties cannot include them all using the current codes 520 to 524. The next group starts at 530. Why can't you use codes 525 to 529 for additional properties.

Created 05 Jun 11:54 by Guest

IRIS Accountancy Suite / Accounts Production

0
4 Vote

Import PSC data into Company Secretarial from Companies House automatically

When importing company data from Companies House, IRIS presents user with directors/secretaries and we can create these people as clients in the database. Should have the ability to also import PSC data at the same time (and bridge with Director(s...

Created 08 Mar 15:29 by Louis Evangelou

IRIS Accountancy Suite / Company Secretarial

0
4 Vote

Tax master lists for Partnerships and Trusts

Currently Iris Personal tax will provide a list detailing progress of all individuals self assessment tax returns. I have to manually track self assessment tax returns for Partnerships and Trusts

Created 06 Mar 12:07 by Guest

IRIS Accountancy Suite / Business Tax / Trust Tax

2
3 Vote

3. P11d's Can we have the tracker being auto completed as sent to HMRC when you file the forms online so we don’t need to manually update the job?

No description provided

Created 22 Jul 10:26 by Guest

IRIS Accountancy Suite / Practice Management

1
4 Vote

To have Personal tax accurately restrict the foreign tax credit

It would be helpful to have personal tax accurately restrict the amount of foreign tax credit relief. Currently it is only able to restrict the FTC to the equivalent amount of UK tax that would be due. This is not always correct and causes tax cal...

Created 13 Feb 16:49 by Guest

IRIS Accountancy Suite

0 Planned
4 Vote

Have a report or tab to track pension contributions towards the lifetime allowance in Personal Tax

It would be helpful if within personal tax, the system recorded each time an entry was made for pension contributions and kept a running total. It could then generate a report or show the information in a tab along with the amount of lifetime allo...

Created 13 Feb 16:38 by Guest

IRIS Accountancy Suite / Personal Tax

1
4 Vote

Provide a full tax calculation breakdown report in personal tax

IRIS Personal Tax will sometimes allocate allowances in the most tax efficient way. It does not tell you how it has allocated the allowances. It would be helpful for it to provide notes or a calculation breakdown so as to be able to see how such c...

Created 12 Feb 16:53 by Guest

IRIS Accountancy Suite

0 Already exists
3 Vote

Unincorporated Association Accounts

The option to produce Unincorporated Association Accounts

Created 06 Jul 14:24 by Wendy Ilsley

Taxfiler / Accounts

0