Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

26 Vote

Automate the calculation of Class 2 NIC when Self employment not a full year

It would be very useful if the software could automate the calculation of the adjusted class 2 NIC due where self employment/partnership income does not cover a full year for example where these sources have ceased. This can get missed and it is a...

Created 22 Feb 13:15 by Guest

Taxfiler / Tax

1
28 Vote

Automatic sharing of data for jointly held assets, e.g. rental property owned by husband and wife

If two tax payers have the same income/expense (e.g. 50% share of rental income/expenses on a property) this would save having to enter the same data twice.

Created 05 Nov 16:28 by Steve Coates

Taxfiler

4
30 Vote

Allow customisable tasks on jobs/services

Currently, the tasks to complete each job are not customisable and are defined in the system. Please allow users to customise tasks.

Created 16 Mar 18:12 by Alison Ford

Taxfiler / Practice Management

0
40 Vote

An estate planning portal providing legal documents (wills, powers of attorney etc)

A solution to help develop additional income streams and/or build a probate book. An online interactive interview questionnaire, providing the right legal clauses unique to each clients' circumstances. The resulting documents are produced in real ...

Created 29 Aug 10:45 by Guest

IRIS Accountancy Suite / Trust Tax

3
23 Vote

Print Self assessment payslip & payment details

We seem to be getting more queries now about how to pay tax, despite it going in letters earlier in the year. Would it be relatively simple from the 'status' page of a tax return to spit out a pdf of the SA361 payslip, which could also contain the...

Created 29 Jan 15:36 by Paul Dix

Taxfiler / Tax

0
16 Vote

File amended accounts online

Companies House now allow amended account to be filed online in the same manner as amended tax returns

Created 08 Feb 16:34 by Guest

Taxfiler / Accounts

0
23 Vote

Download accounts in Word

To allow inclusion of additional disclosures not otherwise possible. To enable production of certified accounts bearing wet signature.

Created 20 Sep 10:17 by Guest

Taxfiler / Accounts

0
34 Vote

An option to cancel an approval request once one has been made would be useful.

When a request has been made to approve or sign a document, if it has been done another way, it would be useful to have the facility to take this back and remove the approval request.

Created 24 Aug 09:57 by Guest

IRIS OpenSpace (archived)

3 Planned
31 Vote

E checklist cannot be seen in Openspace on Ipad

We don't feel able to use e-checklists when your software does not allow them to be seen on an iPad. Clients will get a message to say that the checklist is there - but when they go to look for it - it is not there. Surely that cannot be right - w...

Created 13 Feb 17:28 by Wendy Crawford

IRIS OpenSpace (archived)

7 Planned
24 Vote

Add audited accounts to Accounts production

It's not possible to use the software for all clients and you'd need to buy another package for audit clients.

Created 19 May 16:25 by Guest

Taxfiler / Accounts

4