Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Have a report or tab to track pension contributions towards the lifetime allowance in Personal Tax

It would be helpful if within personal tax, the system recorded each time an entry was made for pension contributions and kept a running total. It could then generate a report or show the information in a tab along with the amount of lifetime allowance remaining.

  • Guest
  • Feb 13 2019
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  • Guest commented
    19 Jun, 2019 05:27pm

    yep, I miss this facility having moved to Keytime from another system. I have several HNW clients who regularly ask for their updated position.