Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Updates to the tax questionnaire

There are a number of requests for updates to the questionnaire, creating this ticket to merge them all.

  • Wendy Ilsley
  • Sep 3 2020
  • Attach files
  • Alan Webb commented
    6 Jun, 2023 06:52pm

    The ability to set the file names to something other than a default “[PREFIX] [FIRST NAME] [SURNAME] [YEAR]” by selecting data fields and allowing for repeating text, ie “[SURNAME] [INITIALS] [PREFIX] - [CLIENT REF] - [FREE REPEATING TEXT]”

  • Alison Austin commented
    12 Jan, 2022 04:12pm

    State pension also doesn't come up

  • Guest commented
    4 Jan, 2022 09:27pm

    Need a large message under self employment asking for SEISS grants so they are not missed. Can this be done NOW please ?

  • Hemantkumar Patel commented
    21 Dec, 2020 09:57pm

    Katrina, imprting from PDF require OCR engine. Therefore you may be asking too much, but worth trying support this request.

  • Katrina Kilcoyne commented
    8 Sep, 2020 09:09am

    I saw someone has asked for the Questionnaire to be generated in Word format which would be great but even better would be a pdf which would allow the answers to be typed in. Even better than this would be to be able to import the answers into Taxfiler but that may be asking too much!