Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Report that keeps track of entrepreneurs relief claims towards the lifetime limit

It would be helpful to be able to run a report or to see within a tab, the amount of entrepreneurs relief that has been claimed over the years towards the client's lifetime amount. When the relief is claimed, a box is ticked so it should be able to pick up the total amount that has been claimed over x number of years towards the lifetime limit.

 

The report could break down the amount claimed per year and then have total amount claimed vs total amount remaining.

  • Guest
  • Feb 12 2019
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