Customer feedback & Ideas for IRIS

Hi, thank you for the suggestion. Have you tried using the e-Checklists in Personal Tax? These are fully editable, both at a client level and at a practice level. You can change all wording for all sections and even add and remove sections. 

The e-Checklist can also be printed and sent by post for any clients that are still reluctant to move over to IRIS OpenSpace, despite it being a far more secure method of sharing information with your clients. 

Hi Jenny we have been prevented from using the e-checklist despite it's adaptability because you cannot turn off the function of the data at client level being automatically imported into PT.  If this function could be turned off however so that we could still adapt the wording on the checklist but prevent receiving data being fed directly into PT, that would be ideal.    

Hi Andrea, I'm not sure I understand the restriction you are looking for? The import routine is not automatic. Someone has to look at the checklist and choose which sections/figures are to be imported on each checklist before any data can be imported into IRIS Personal Tax. If you are experiencing anything different to this you need to discuss it with our Support team to ensure that it is setup correctly and that there are no current issues in this functionality. 

It would also be useful if the checklist also included a 'Residency Checklist' for those non-resident clients.  It's something that we are always having to ask the client separately for the days spent in the UK

Hi Jonathan

Again, have you tried e-Checklists? As you can add new sections and questions which are rolled forward year on year?