Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Show last years figures next to current year in all apsects of Personal tax including reports

Seeing last years figures on the same screen / report is valuable comparison

  • russell ball
  • Aug 23 2018
  • Planned
  • Attach files
  • Paul Dix commented
    4 May, 2020 03:17pm

    We requested this in 2016 - for us the usefulness is two-fold. Firstly, it allows you to do real-time variance analysis and sense checking, secondly it helps you not to miss things - like a P11d entry that was there last year..

  • russell ball commented
    29 Aug, 2018 12:15pm

    Jenny, it is mainly the ability to see last year for comparison on screen and on reports (tax comp, data report etc)

  • Amanda Godfrey commented
    29 Aug, 2018 11:57am

    Viewing the figures on the inputting screen would be helpful.

  • Jonathan Dickenson commented
    24 Aug, 2018 02:17pm

    Maybe it would be useful for there  to be a variance report instead (i.e. comparing like for like, and the percentage different of each figure (the old 'pertax' software used to do this!)

  • sarah wilson commented
    24 Aug, 2018 10:19am

    It would be great to viiew them at least, it just gives an instant check on variances.

  • Admin
    Jenny Strudwick commented
    23 Aug, 2018 12:42pm

    Hi Russell


    This is a great idea and something that we have looked at in the past, but always ran into difficulties with it. I would be really interested to know if your request is just the ability to see the previous years figures or also be able to access them and potentially even edit them whilst in that view, so saving you from having to close out and switch tax years?

  • +6