Personal/Elements Tax- AI Anomaly Detection Tax Year Comparison on reports

personal-elements-tax-ai-anomaly-detection-tax-year-comparison

Personal/Elements Tax- AI Anomaly Detection Tax Year Comparison on reports

11th November 2025

IRIS Personal Tax and Elements Tax has a new AI tool (AI powered Anomaly Detection) released in IRIS version 25.4/Latest Elements update (Explained on the Nov 2025 release). This allows you to view changes to income/profit values between TWO years for PT/Element clients. This AI tool is defaulted as ‘ON’ for all users.

IAS version 26.1 version updates this AI detection tool to include the Personal Tax PAPER checklist – it will add a new column ‘last years amount’. So please add in the latest years data as well and it will then show BOTH ‘Last years’ and ‘This year’ amount to help you see the changes. This will only operate if you have a prior years data already generated/submitted as it needs 2 consecutive years data. Eg if you are in year 2025, then it requires 2024 tax return to be generated/submitted. The examples below are comparing 2024 to 2025.

Defect where ‘last years amount’ header on the PT ‘Schedules of data’ report – however the ‘Last years amount’ is actually showing the correct ‘current years amount’ so you can still use the report and inform users of this. We are looking to release a future fix probably this end of July 2026 (TBC) to change the header back to ‘Amount’ and not ‘last years amount’.

IAS version 26.1.10 adds a new button in PT on the top right: ‘AI Anomaly Detection’. There is a known issue where it brings up a error when you click on it and we are looking to fix this soon.

New option under ‘staff privileges’ to switch on/off the AI. There is a known defect where switching it off, it will not turn off the AI and our Dev team is looking to fix this in a future release.

When you click ‘Internet return’ or ‘Electronic Tax return’ (or equivalent in Elements):

1.This AI Anomaly Detection option will appear – Click YES if you wish to compare the tax years values . NO to continue as before

2. It will take a few moments to run the comparison (do note it may be initially slow to process but will improve speed)

3. TWO tabs will appear – it will first load the RECOMMENDATIONS option. It will pick up prior 2024 years values which have changed by 10% compared to 2025 (Either higher/lower). It is by default only designed to look at 10% changes at this stage.

4. The other tab ‘DATA COMPARISON’ will now show 2024 and 2025 values together by any 10% changes.

5. This tool will be improved over time – for example -if there are no 10% changes to values = these income types should be hidden from view.