Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Quick Report enhancements - more data fields to choose to display

Opening up more data to select and include to display in reports, for example with self assessment - the 2nd payment on account field. Could be very useful to draw a list of individuals that are due to pay a 2nd PoA by 31 July 2020 and send them a reminder.

  • Kobus Van den Bergh
  • Jun 30 2020
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  • Julia Field commented
    26 Jul, 2021 01:53pm

    Payments on account reporting feature would be extremely helpful.

  • Guest commented
    4 Mar, 2021 11:06am

    I would like a report to prioritise tax returns eg: clients with CIS. I have raised an enhancement request TF-I-246 but this could be incorporated into this request.

  • Hemantkumar Patel commented
    21 Dec, 2020 09:55pm

    Yes one more field required: Scottish, Welsh or UK taxpayer?

    This is require to see all clients have been correctly setup for tax residency. As we are receiving so many Tax Calculation from HMRC changing Tax residency.