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
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  • Admin
    Jenny Strudwick commented
    August 23, 2018 12:42

    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?

  • sarah wilson commented
    August 24, 2018 10:19

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

  • Jonathan Dickenson commented
    August 24, 2018 14:17

    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!)

  • Amanda Godfrey commented
    August 29, 2018 11:57

    Viewing the figures on the inputting screen would be helpful.

  • russell ball commented
    August 29, 2018 12:15

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