Customer feedback & Ideas for IRIS
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1
Vote
Publish a 'Known issues' list
We have identified some issues with the 2022 tax return, to be told they are 'known issues'. This one in particular (P11d figures not pulling through to the tax comp) is fundamental and could easily cause an incorrect tax return to be sent to a cl...
Created 22 Apr 16:01 by Paul Dix
Taxfiler / Tax
0
1
Vote
Prior year adjustments
Currently in IRIS you can only show restated across various notes (by clicking one box for "show as restated"). There should be several tick boxes show you can show as restated on only the notes that have actually been restated (so a tick box for ...
Created 20 Apr 13:31 by Guest
IRIS Accountancy Suite / Accounts Production
0
2
Vote
Why is the section marked 'dividends' instead of capital assets on the tax section?
Makes more sence
Created 11 Jan 15:40 by Guest
IRIS Accountancy Suite / Personal Tax
0
2
Vote
Employee additional replacement note to appear in filleted accounts as well as full or at least option to
Should you not wish to use Iris default screen for employee numbers but instead use a replacement note then the replacement note only appears in the full accounts and not in the filleted. Auditors are requiring separate wording for this note and f...
Created 17 Dec 17:34 by Guest
IRIS Accountancy Suite
1
Planned
2
Vote
Limit access to the "test" tax return facility on taxation modules
The "test" facility is available to all users of taxation modules on an indefinate basis, but it is my understanding that this is only required when you are setting you data up for the first time. Therefore the function is not required after initi...
Created 12 Dec 11:03 by Guest
IRIS Accountancy Suite / Business Tax / Personal Tax / Trust Tax
1
2
Vote
Copy company Categories to Company officers when creating new Clients
Working on the Client on boarding process and have discovered that although I can import Officers from Companies House, once they are all created I then have to go through each one and give them the same attributes as the main company. The only wa...
Created 05 Dec 10:43 by Dave Mowbray
IRIS Accountancy Suite / Core
0
1
Vote
a breakdown of non chargeable time categories & non accountable time categories per staff
we would like 2 separate reports one for non chargeable time & one for non accountable time, broken down for each employee with time and cost for every category so that they may be totaled and cross cast on one page. This will give us an incit...
Created 30 Mar 11:03 by Guest
IRIS Accountancy Suite / Time & Fees
0
1
Vote
Adding correspondence address
We have a client who wants her personal correspondence to go to the company address rather than her home address. It seems that the best option we have is to change the address to the company address every time we send the client a letter and then...
Created 30 Mar 07:21 by Phil Colver
IRIS Accountancy Suite / Core
0
2
Vote
Ability to define at a practice level the file naming convention of file output to automatically show key information such as tax year, year end, draft, final
ability to specify how a file such as a PDF set of accounts is named. E.g. for final full accounts y/e 31/12/2018 for ABC Limited (Client ID A001) printed on 31/01/2019 by IRIS user LE File name could be: A001-ABC LIMITED-FINAL-FULL ACCOUNTS...
Created 22 Nov 13:15 by Louis Evangelou
IRIS Accountancy Suite / Core
0
2
Vote
More AutoMail Tags
For example if preparing cover letter for Personal Tax return, to be able to provide high level breakdown of income within mail merge (rental, pension, self employment etc).
Created 22 Nov 12:45 by Louis Evangelou
IRIS Accountancy Suite / Automail
3
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