Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Add Tax Return Type Filter to Overview

Improvement to Overview Page please;

Is it possible to add an additional selection criteria of the return type? During this period I would like to be able to select “Sa100” and see a pie chart of the status for SA100s but currently it automatically includes other tax returns such as CT600. This time of year when all SA100s have an upcoming deadline it would be really useful to be able to see where we are with those only and then clearly see what’s outstanding in terms of SA100s.

assume it would just be an additional drop down filter in addition to the current selection of Year, partner, manager, staff ..... you could "type" and then the user could filter by SA100 or CT600 for example.

  • Richard Jackson
  • Nov 5 2021
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