Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

2 Vote

Create R185 certificate of deduction of tax form

It would be great if the R185 certificate of deduction of tax was available. The other versions of R185 relating to trusts are but not this one. For clients registered for CT61, it would be beneficial to be able to automate the completion of these...

Created 21 Apr 10:36 by Belinda Beretta

Taxfiler / Tax

0
1 Vote

Export postings to CSV function to include Client Categories

In order to import into other software by Client Categories

Created 25 Jan 14:42 by Guest

IRIS Accountancy Suite / Time & Fees

0
3 Vote

HW Tracking Approvals

Visibility of unapproved documents with the possibility of send automatic reminders. We could use job profiles but we find that the majority of documents are unloaded in bundles outside a job stage

Created 01 Jul 07:35 by Mike Keanly

IRIS OpenSpace (archived)

1
2 Vote

Nominee details saved for tax repayments - CT600

This feature exists for individuals self assessment but is not available when completing company tax returns (CT600s). It would save a lot of time to have the tax advisor's bank details saved on file rather than having to type it every time when a...

Created 08 Apr 19:44 by Guest

Taxfiler / Corporation Tax

0
2 Vote

Add student loan deductions to detail report

if an employer deducts student loans from a salary this needs to be entered in TF. it would be helpful if these deductions were shown on the detail report. this will make the review easier - currently you have to go into the return to check that t...

Created 31 Mar 13:51 by e l

Taxfiler / Tax

0
1 Vote

Adding Client Manager to Selection Tab on Management Reports

You can currently select Job Manager and Client Partner but not Client Manager

Created 11 Jan 14:04 by Guest

IRIS Accountancy Suite / Practice Management

0
3 Vote

Compare Data Function in Company Secretarial - Only retrieves the due date of the next Confirmation Statement

Please can the CHOS Comparison tool in Company Secretarial retrieve the CS01 made up to date from Companies House. Currently it only retrieves the next due date. The more crucial date to import is the made up to date, from which we can log the for...

Created 30 May 10:00 by Louis Evangelou

IRIS Accountancy Suite / Company Secretarial

2
1 Vote

Date prompt when entering Receipts

It would be great if iris prompted you if a date entered was outside the current period like it does when raising invoices. This would avoid corrections

Created 09 Jan 10:25 by Debbie Wildin

IRIS Accountancy Suite / Time & Fees

0
3 Vote

Option to remove file owner column in OpenSpace

Hi, Can you add the option to remove the file owner column in OpenSpace? Users in our practice (particularly our admin department) are getting lots of email/telephone queries about what has been uploaded as clients are seeing them as the file owne...

Created 17 May 09:33 by Matthew Gartside

IRIS OpenSpace (archived)

4
2 Vote

Remove shading from printed tax returns

Printing tax returns generated from Iris uses a lot of printer ink due to the shading. Please could you add an option to print the returns without shading to save ink.

Created 04 Mar 14:36 by Guest

IRIS Accountancy Suite / Personal Tax

1