Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Taxfiler Pie Chart to retain selection for current tax year only

By default, the Taxfiler pie chart shows returns open/submitted/ ready for client etc over EVERY tax year, for as long as you've used the software.

Whilst you can change the filter to e.g. 2020 only, this filtering doesn't "stick", you have to select it every time you log in.

Can you make it remember your choice?

  • Guest
  • May 15 2020
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  • Gary Fraser commented
    19 Oct, 2022 09:16am

    This should change by default automatically each year i.e update in April 2023 to show only 2023 tax returns status