Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Allow more editing of the checklist

The wording for joint property income and expenditure is misleading to clients, as it states "X% share of figures shown" but the figures shown actually represent 100% so clients get confused over whether to provide their share or 100%.  If we could amend the wording on the checklist, this would make it clearer whether the previous year's figures shown, represented only their share of the profits or a 100% share.

  • Guest
  • Aug 30 2018
  • Attach files
  • Admin
    Jenny Strudwick commented
    10 Sep, 2018 07:30am

    Hi Jonathan

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

  • Jonathan Dickenson commented
    4 Sep, 2018 03:33pm

    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

  • Admin
    Jenny Strudwick commented
    31 Aug, 2018 11:43am

    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. 

  • Guest commented
    31 Aug, 2018 11:30am

    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.    

  • Admin
    Jenny Strudwick commented
    31 Aug, 2018 11:13am

    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.