Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Apply consistent formatting to reports

The formatting of the printed schedules is inconsistent. The schedules appertaining to the main return and Additional information are fine as are those for Capital Gains. However some are in a totally different format with a black banner at the to...

Created 10 Nov 11:34 by Tim Coombe

PTP Suite

0
1 Vote

Trust foreign income - auto complete of chargeable figures

For consistency, in the Trust package, there is no automatic filling in of the chargeable figures on the foreign pages (unlike the personal tax package).

Created 10 Nov 11:31 by Tim Coombe

PTP Suite

0
1 Vote

Be able to enter more details for foreign income sources

In the foreign pages, it would be useful to be able to put the name of the company etc from where the interest/dividend is paid and not merely the country. It is then easier to follow through from one year to the next

Created 10 Nov 11:09 by Tim Coombe

PTP Suite

0
1 Vote

CT - Request for a schedule for non-trade deficits on loan relationships

A schedule for non-trade deficits on loan relationships to keep track of amounts b/fwd, c/fwd etc. For example, the guidance notes for box 230 request that a breakdown is provided in the computations of how this figure is arrived at.

Created 08 Nov 14:00 by Tim Coombe

PTP Suite

0
1 Vote

PTP Tax Expense - CSV import client function

Request to have the ability to import from spreadsheet or CSV file of the clients' static information. The clients' information includes for example client name, address, PAYE Reference and etc. Tt is time consuming to add each client when there a...

Created 30 Jun 07:26 by Tim Coombe

PTP Suite

0
1 Vote

Bank interest and other data entry sources should be in alphabetical order

On personal tax and trust programs the bank interest and other data entry sources should sort the types into alphabetical order rather than the order that they are entered onto the program. Not having the bank accounts appearing in alphabetical or...

Created 11 Feb 10:14 by Guest

PTP Suite

0
1 Vote

White space information input needs an automatic tab function

When putting in narrative to appear in the white space box of an income tax return you get to the end of a line and there is no automatic tab shift to the next line so one finds oneself typing merrily away with nothing happening on screen. Only wh...

Created 22 Nov 16:58 by Guest

PTP Suite

0