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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  • Guest commented
    24 Jun 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 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 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 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 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 12:31pm


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

  • Roy Brown commented
    2 Mar 12:00pm

    I agree with Sophie!

  • Sophie Ball commented
    2 Mar 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.

  • Faizul Hoque commented
    23 Feb 03:57pm

    This is another lack in Taxfiler. It has so many limitation including this.

  • Guest commented
    8 Feb 04:34pm

    I asked for this over 3 years ago so it is disappointing that it still is not an option

  • Guest commented
    7 Feb 09:32pm

    Another vote for this option. As others have stated, this has been requested for years so how about it ?

  • Roy Brown commented
    4 Feb 09:41am

    I have a client that cannot understand why I can not make simple changes to headings i.e. under fixed asset change "Cost of Valuation" to be just "Cost". I can show other Loan Interest but cannot show Other Loans in the Notes. This ability to have more flexibility seems to be by far the most voted for item. Why has Taxfiler not address this issue when it was first raised over 4 years ago?

  • Lisa Baker commented
    27 Jan 04:28pm

    Also new to Tax Filer and am disappointed that there is no option to rename, very difficult to provide a clear set of accounts. This section seems to be voted for the most. Are there any plans for change?

  • Nino Pucacco commented
    7 Jan 10:27am

    Yes Please to editable TB Names

  • Guest commented
    10 Dec, 2021 12:27pm

    I am thinking to tax filer due to not having an option to add/amend/rename headings on trail balance. I am working on the new client's account and support @ taxfiler said, they do not have any option.

  • Giancarlo Niccoli commented
    9 Dec, 2021 03:47pm

    This is the only reason i am planning to leave taxfiler as soon as my current year ends. At the very least they could add some extra nominals that are very commonly used. Ideally some blank ones that we can enter the description for

  • Harry Mitchous commented
    2 Dec, 2021 10:56am

    Please adopt a TB such the one attached which will include all the necessary headings

  • Harry Mitchous commented
    2 Dec, 2021 09:50am

    Can Director's Remuneration be added as a note to the accounts

  • Aziz commented
    19 Nov, 2021 04:20pm

    Taxfiler does not care, this issue was raised long time ago but still it is not done. Is there a better support than this.

  • Simon Skipper commented
    4 Nov, 2021 11:26am

    I am new to Tax Filer and am extremely disappointed to find that the narrative for P&L and balance sheet items are locked, unlike in Iris. Unless this is resolved, I will be moving to another provider that is more flexible. My clients need to be able to make sense of the accounts rather then have to have me explaining what is in each heading each time.

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