Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Tax master lists for Partnerships and Trusts

Currently Iris Personal tax will provide a list detailing progress of all individuals self assessment tax returns. I have to manually track self assessment tax returns for Partnerships and Trusts

  • Guest
  • Mar 6 2019
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  • Kurt Bettles commented
    10 Mar, 2022 10:50am

    This still has not been implemented 3 years on, Sage Tax could has been able to provide this for over 10 years!

  • Admin
    Jenny Strudwick commented
    7 Mar, 2019 08:13am

    I have added this to the list for future consideration, but we do have a great facility within Practice Management to track all tax returns across all products, which is much more flexible.