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No two clients are the same, and some practices tailor the charts of accounts issued by IRIS to their own needs. This may mean that the standard mapping file issued by IRIS does not apply either for a particular client or chart.
To cater for this circumstance the mappings can either be changed for:
a specific client or
globally for all clients on a chart
For Global changes, select Chart at step 3 below. If you want the changes to apply to both sole traders and partnerships you will need to make the changes twice, once using a trader client and once using a partnership client as the two business types use different mapping files.
These changes can only be made by the Master user. Users other than Master can be given permissions to change the chart mappings.
For Client changes, select Business at step 3 below.
When making changes to the chart it is important to be methodical. Make sure that the account is:
deleted from the existing box; and
inserted in the new box
Business Tax can detect if an account is included in more than one box and displays a message if this is the case as you exit the option. If this message is displayed review and correct the changes made to the mapping. Business Tax cannot detect if an account is not included in the mapping file.
Select Set up followed by Accounts for Self Assessment.
A message will explain the purpose of the option. Click Continue to clear the message.
Select either Business or Chart.
Select the tax year to amend.
From the displayed list of box numbers and their titles highlight the one to alter and click Change.
A list of the accounts currently included in the field will be displayed.
To insert a further account click Add and enter the account number in the field
provided.
To change an account highlight it and click Change.
To remove an account from the list highlight it and click Remove.