IRIS Autumn 2026 Full Features v26.3.0
Overview
The IRIS Accountancy Suite Autumn release version 26.3.0.614 includes updates in Accounts Production to support the Pension Schemes SORP 2026 and electronic submissions for audit exempt subsidiary accounts. In Company Secretarial, new Confirmation Statement forms are available as well as updates to IDV verification.
Personal Tax has been updated to reflect the change to ‘carried Interest’ with the ability to produce estimated 2027 tax calculations. And for MTD, develop continues to enhance the end-to-end MTD ITSA journey.
And in Practice management, two way syncing of IDV codes between IRIS Accountancy Suite and IRIS Elements removes the need for practice staff to maintain IDV status in two systems.
IRIS Accounts Production
Pension Schemes SORP 2026
Support for the Pension Schemes SORP 2026 is now available. The updated SORP applies to periods beginning on or after 1 January 2026, with early adoption available.
What’s new:
- The EPEN chart and data screens have been updated to allow reports to reflect Pension Schemes SORP 2026 disclosures.
- Actuarial Liabilities and the Statement of Trustees’ Responsibilities are now included in the Trustees’ Report.
Electronic submission of Audit Exempt Subsidiary accounts
Subsidiaries that apply the 479A Audit Exemption can now prepare subsidiary accounts for electronic submission to Companies House via the Companies House Zip Service.
Accounts are produced through the usual iXBRL route with the accompanying Guarantee and Agreement via Accounts Production (tagged to the 2025 taxonomies), and IRIS generates a single zip file containing both for filing utilising the communication tab in Practice Management.
IRIS Company Secretarial
Confirmation Statement (CS01 & LLCS01)
The Confirmation Statement forms will now use Companies House schema that no longer references Identity Verification (IDV) codes.
You’ll now see:
- A new version of the CS01 and LLCS01 forms.
- The previous form versions archived from the blank forms list, so only the current version is available to select.
IDV verification (VS01 & LLVS01)
From 1 December 2026, the automatic triggering of the VS01 and LLVS01 forms is no longer applicable.
You’ll now see:
- The automatic trigger removed — these forms will no longer be generated automatically.
- VS01 and LLVS01 available in the archived forms.
IRIS Personal Tax
Budget 2025-Carried Interest Regime
The Budget 2025 introduced a change to the tax treatment of Carried Interest: from 6 April 2026, it will be treated as a trade for Income Tax purposes rather than as a Capital Gain. To reflect this, the software has been updated to allow you to produce estimated 2027 tax calculations, including Carried Interest.
Please note that, as a result, the ‘Carried Interest’ and ‘Arising basis?’ checkboxes have been removed from Other Capital Gains data entry (applicable from 2027 onwards), the 32% column has been removed from the FTCR (Foreign Tax Credit Relief) report, and any previously entered values under the old regime will be automatically treated as ‘Other gains’.
Further updates are expected to the software for April 2027 in respect of this change in tax treatment.
Resolved issue
- Enhanced computation wasn’t printing Quarterly Instalment Payments (QIPs) even when due.
Making Tax Digital
As part of our Autumn 26.3 release, we’ve continued to develop, refine, and improve the end-to-end MTD ITSA functionality within Personal tax. You can continue to complete quarterly submissions for all in-year income sources Self-Employment, UK Property, and Foreign Property with the same reliable, guided experience.
We’ve also continued extending end-to-end support for other income and reliefs, giving customers the ability to submit Interest, Dividends, Employment, and Pension income, among others.
A significant focus this release has been aligning our platform with the latest versions of HMRC’s MTD APIs. HMRC issued a substantial number of version updates across core services this quarter including Self-Employment, Property, Losses, Other Income, Reliefs, and Calculations and our team has worked to implement and test these changes to ensure continued compliance and stability.
While less visible on the surface, this work is foundational to keeping your MTD submissions accurate, compliant, and dependable as HMRC’s requirements evolve.
IRIS Business Tax
Resolved issue
- Business Tax was crashing when opening Land & Property data entry for partnership clients This issue has now been resolved and opens without error.
IRIS Trust Tax
Resolved issue
- Trust Tax was incorrectly applying the 20% residential finance cost relief reduction to estates (Personal Representatives), which aren’t entitled to it under s.274A ITTOIA 2005. The relief no longer shows on the tax comp/return.
All Tax
Tax Legislation and annual updates:
- Updates to Dividends Database
IRIS Practice Management
2-Way IDV Codes sync with IRIS Accountancy Suite and IRIS Elements
Two-way sync with IDV Codes between Iris Accountancy Suite and IRIS Elements. IDV codes now sync automatically and bidirectionally between IAS Desktop and IRIS Elements, keeping client identity-verification status consistent across both platforms without manual re-entry.
Companies House ZIP Packaging from the Client Communications Tab
Practice users can now generate a Companies House-ready ZIP package directly from the Communications tab, bundling stored Audit Exempt files into the exact directory structure required by the CH ZIP Service — removing the need for manual file restructuring before submission.
Practices that do not hold a Practice Management licence can now access a restricted version of the Communications tab, enabling them to package and submit accounts to Companies House even without the full licence.