How to generate Checklists

Introduction

The checklist report will provide a list of information which appeared on the previous year’s Tax Return,that is, if a checklist is produced from the 2010 tax year the report will show the details which appears on the 2009 Tax Return. A column is provided for the client to enter income details which relate to the current year.

Click the links below to jump to a particular section:

Producing_a_Checklist_for_One_Client

Producing_a_Checklist_for_All_Clients

Producing_a_Checklist_for_a_Range_of_Clients

Producing a Checklist for One Client

1. Log on to IRIS Personal Tax and select the client.

2. From the Administration menu select Checklists.

3. Select option A Current client from this list:
   
   
   
   The following options screen displays:
   
   

1. • The update client date log option is automatically selected; this will allow IRIS to enter the date this report was generated into the edit tax return dates section for this client
   • The Edit Section Headings option will allow the text within the introductory paragraph for each section.

4. Click OK to continue, select the destination for the report within the report output screen then click OK.

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Producing a Checklist for All Clients

• It is not essential to carry out the bring forward function before producing a checklist for all clients.

1. Log on to IRIS Personal Tax and select a client.

2. From the Administration menu select Checklists.

3. Select option B- All clients from this list:
   
   
   
   The following options screen displays:
   
   

1. • The Update client date log option is automatically selected; this will allow IRIS to enter the date this report was generated into the edit tax return dates section for this client
   • The option to Skip clients where checklist has been sent will prevent a checklist from be produced for clients where one has already been generated
   • The option to List clients skipped at end will provide a list of clients where the checklist was not produced
   • The Edit Section Headings option will allow the text within the introductory paragraph for each section

4. Click OK to continue, select the destination for the report within the report output screen then click OK.
   

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Producing a Checklist for a Range of Clients

A checklist can be generated for a specific range of clients as follows:

1. Log onto IRIS Personal Tax and select a client.

2. From the Administration menu select Checklists.

3. Select option C- Range of clients from this screen:
   
   
   
   The IRIS Data Mining screen will be generated:
   
   
   

4. To produce checklists for clients of a particular partner for example, click on Form option within the screen shown above.

5. Click the magnifying glass and select Partner.

6. Enter the ID of the relevant partner or click the magnifying glass to select from the list; click OK.

7. Click Add to List then click on Find.

8. A list of relevant clients will be displayed in the bottom half of the screen.

9. Select the clients by right-clicking on the client at the top of the list and choosing Select All.

10. Once all the clients are highlighted, click Select.

11. Enable or disable the options on the Checklist Print Options, click OK.

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