Go to Edit | Form options, Presenter Information tab.
The screen gives the following options:
The accountants address, using the clients manager as contact - this inserts the manager's name and the accountants address.
The accountants address, using the responsible partner as contact - this inserts the partner's name and the accountants address.
The accountants address, using a named staff member - this inserts the selected staff member's name and the accountants address.
The accountants address with no named contact - this inserts the accountants business name and address.
The clients address using a named contact - this inserts the named client and their address.
The client address, using main contact- this inserts the client's main contact for the name and address.
The clients address with no named contact - this inserts the Client's business name and the business address.
No presenter details - this inserts no name and address.
Select the desired option and click OK.
This contact will be used for all forms for that selected client.
Settings for all clients
Specify the contact for all clients by going to Setup | Form Options | Presenter Information. This setting can be overwritten at client level if necessary.
It is possible to change the standard IRIS logo in the top left-hand corner of the forms produced using MS Word and the PDF viewer (Companies Act 2006 forms) to display your Company Logo.
Logo's not available in PDF.
To change the standard logo:
Go to Setup | Form Options. The Company Secretarial Options window is displayed. On the Logos tab, click the magnifying glass next to the Practice Logo field to select the desired JPEG image.
It is recommended to save any Company Logo's within the IRIS folder structure so that they are stored and therefore backed up with the rest of the IRIS Software. For example; logo's could be saved to g:\IRIS\tmp.
It is also possible to use alternative logo's based on the partner responsible for the client. To do this go to Setup | Form Options | Logos tab. Under Partners logos, highlight the required Partner and click Find file. Go to the directory where the logo is stored, highlight the file and click on Open. When complete click OK.
This logo will only be used if the Partner has been entered as the Partner Responsible in the Category tab within Client | View.
The AR01 (CA1985 - 363a) form needs to be manually logged. Go to Client | View, select the History tab and click Log New at the bottom of the screen. Select to log an Annual Return Date and enter the date that the Annual Return is for. To print this form, go to Forms | Company Forms, highlight the AR01 (CA1985 - 363a) form and click Print Form.
Making changes to the central database and logging that change when prompted activates other forms. For example, changing the registered office of the client activates the AD01 (CA 1985 287) form.
The DCA form needs to be logged manually. Go to Client | View, select the History tab and click Log New at the bottom of the screen. Select to log a Dormant Company Accounts Submitted and enter the date that the DCA is for. To print this form, go to Forms | Company Forms, highlight the DCA form and click Print Form.
It is possible to log the company formed date even after the company has been created by going to Client | View | History | Log new | Company Formation. The company formed screen is used to log the date at which the formation of the company took place.
Once the details have been filled in, click on Update to save the changes and log the details. Click Cancel to close out without saving the changes. Delete will delete this history item.
To set the forms to generate in MS Word / PDF format as default, go to Setup | Form Options and select the Documentation tab. Select either MS Word or PDF as the default option and click on OK. Now when generating the forms they will be generated in the chosen format unless this is changed within the Company Forms screen.
All Companies Act 2006 forms will be produced in the PDF Viewer.
Each person on the database will have a Default service address this is the address which will be used across all their involvements.
To change this default, view the personal client maintenance window, select the Address tab, select to add an address, or amend the existing address which is selected as the Service address CA2006(Default).
To change the service address for one involvement, go to Edit | Directors/Secretary, select the appropriate director or secretary, View, use the Service address drop-down list to select the service address to be used for the involvement. If the changes are to be from a specific date, Log the change at the correct date.
To select to use these abbreviations, Edit | Form Options, select the Form Options tab, select the Use abbreviations option.
This option can only be set at client level.
Corporate directors/secretarys are required to provide additional information about the location they are registered, Legal form and governing law, these details can be entered in Edit | Non-EEA Corporate Officers
The SAIL address can be specified on a Business client from the Address tab of the Business client maintenance screen. To move any of the registers to the SAIL address, select Edit | Location of Registers, and select the Registers which will be held at the SAIL address.
Companies House will assume that all records are held at the Registered Office unless otherwise notified.