Customer feedback & Ideas for IRIS

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The other pension data entry screen should account for different monthly pension amounts

It has been requested that IRIS Personal Tax cater for pensions received by allowing different monthly values to be entered. e.g. client received other pensions at two different rates - 6 months getting £1500 per month and the following 6 months getting £2000 per month.

It is currently not possible to show this in IRIS , but a change to the current data entry screen to allow something like the following would cater for it:

Frequency: Monthly - Amount 1 for x months
Amount 2 for x months

The months and amount would be manual entry by the agent

  • Jenny Strudwick
  • Dec 18 2017
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