Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to amend/ rename headings on trial balance

Ability to amend headings on the trial balance for expenditure, which isn't already included.

  • Guest
  • Apr 24 2020
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  • Kevin Scanlon commented
    21 Sep 10:51am

    Please can we add R&D to the TB

  • Guest commented
    19 Sep 04:03pm

    We do need a facility to be able to tailor the descriptions on the TB to the clients' needs. Another way that may be considered for this could be to have some blanks for us to use for more appropriate descriptions.

  • Guest commented
    31 May 01:25pm

    Income and expenditure for flat management among owners is not profit or loss so heading should be able to change.

  • John Garfitt commented
    9 May 01:47pm
    I too have moved from Iris accounts production to taxfiler as the number of clients have reduced. Due to the diverse range of clients it would be very useful if the headings in the profit and loss could be edited to make the accounts more meaningful to my clients. One Suze definitely does not fit all and I do not like keep having to apologise to my clients for having to lump so may expenses in sundries as they do not fit anywhere else!
  • Guest commented
    4 Apr 08:44am

    I am semi-retired and have moved from Iris Accountancy Suite to Taxfiler for my small number of retained clients. I am happy with the software but not being able to tailor the P&L account headings to something more meaningful to my clients is a major bugbear. They are diverse businesses and have diverse categories of expenditure. One size does not fit all. One Taxfiler account heading is Telephone and fax!??? - really? Please allow us to choose our headings

    Thank you

  • Guest commented
    9 Feb 09:46am

    yes I agree and approve it

  • Guest commented
    9 Feb 09:46am

    yes I agree and approve it

  • Trevor Stephenson commented
    16 Jan 03:09pm

    New specialist Profit & Loss codes under each main group would be a good idea.

    Trevor Stephenson. 16.01.23.

  • Guest commented
    1 Dec, 2022 03:50pm

    multiple currency options

  • Ishy McLevey commented
    19 Sep, 2022 06:56am

    Unfortunately, there is no way to add additional headers, lines to the balance sheet or profit and loss account. All the entries will have to be recorded under the one header available on the T.B - It would be great to add additional lines!

  • Guest commented
    13 Sep, 2022 10:49am

    We use IRIS desktop trialling Elements. The ability to tailor the chart of accounts is fundamental to whether we go from trial to using the software. Otherwise we are identical accountants to everyone else, in a market where we are trying to offer something different. We use specific account names to record the information on income and costs. We then compare and benchmark to industry standards and across our database of similar clients, to create added value and consultancy. So until then we will not progress.

  • Paul Marke commented
    31 Aug, 2022 07:42am

    I have been running your software with a few test clients and just love it.

    The ability to amend/rename headings would be great.

    Linked to this is the “detailed income statement” in FRS105 accounts. This is an ugly document. The “detailed profit and loss account” in FRS 102A accounts is much better. Please could you allow the use of the detailed profit and loss account with FRS105.

    If you do this, I for one will move my whole practice onto tax filer.

  • Guest commented
    24 Jun, 2022 07:08pm

    I agree, at present there are many limitations with both P&L and balance sheet headings. In order for the software to stay competitive, the sooner these are addressed the better, otherwise some clients will move to other providers .

  • Guest commented
    21 Jun, 2022 02:42pm

    The other software's with same price range offers this additional ability to modify the trial balance headings as needed so taxfiler should follow the suit. Otherwise, it would be late that I will stop using taxfiler.

  • Craig Thornton commented
    30 May, 2022 06:06pm

    It won't be happening in Taxfiler, it will be in the new Iris Elements Accounts and Tax coming out soon which uses Taxfiler code.

  • Khushal Joshi commented
    12 Apr, 2022 07:46pm

    Clear leader in the votes. I don't understand why this has taken so long. Taxfiler are raising prices - how about raising your game and adding this simple feature!

  • Chris Oakes commented
    22 Mar, 2022 05:09pm

    It is mad that you cant change headings and descriptions within the trial balance on Tax filer. This can be done in other soft wares eg iris. I have just taken over a new client and want to enter the opening balances, however the descriptions and headings will be different. This is not going to look good for my client. I am advised Tax filer support that I could export the trial balance and accounts and change them. This would result in not being able to submit to companies house through tax filer. COME ON TAX FILER GET THIS CHANGED ASAP. I See from other comments that I am not the only one frustrated by this. Chris Oakes - Oakes Accounting.

  • Guest commented
    21 Mar, 2022 12:31pm


    We need to add or at least amend the descriptions headings!

  • Roy Brown commented
    2 Mar, 2022 12:00pm

    I agree with Sophie!

  • Sophie Ball commented
    2 Mar, 2022 08:36am

    I cannot believe this is still not an option in Taxfiler. It must be the only accounts package you are not able to amend descriptions. I am thinking of going back to Iris, more expenseive but a lot more adapatable.

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