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IRIS will automatically connect to HMRC and automatically retrieve data on the selected client every time a tax calculation or Tax Return is produced. There is also an option to retrieve this data on demand by using the toolbar icon or menu option.
Options are available to switch off the individual APIs at a practice level, or to stop the APIs running for a specific client.
The information available varies depending on which API's IRIS uses to retrieve data from HMRC.
Before this feature can be used for the first time, you will need to grant IRIS authorisation to access the taxpayer information. Once granted authentication will remain in place for 18 months.
Click the links below to jump to a particular section:
Step 1 – How to setup this feature
Step 2 – What data is available and how is it displayed
For HMRC pre-population of Client Data FAQ's, click here.
First time access requires you to enter your agent credentials and 2 step verification on these:
This is a temporary identity check for individuals until the agents’ identity check is available.
You will now be required to grant the software with authority to interact with HMRC:
HMRC will return a Class 2 NIC figure due for the year.
IRIS will calculate the equivalent value using information already contained within the software.
For class 2 NIC to be returned the client must be recognised on the HMRC system as Self-Employed otherwise a value will not be returned.
HMRC will return a client’s marriage allowance status with either Recipient, Transferor or Not Applicable.
IRIS will present a warning if HMRC returns a value but the client is not showing as married in the software.
An exception report will be produced if the response from HMRC is that the client’s spouse is deceased.
Individual Employment API
HMRC returns a list of employer names and PAYE references for the individual for that specific tax year.
Users are able to create employment records in IRIS using the information returned from HMRC.
IRIS will warn users if the employment has already been added.
A screen will display employments entered within IRIS compared to those that HMRC hold for this client if they do not match.
Individual PAYE API
In addition to the list of employers names and PAYE references for the individual that was previously available on the Phase I API’s, the HMRC may also return:
The Payroll ID
The Date the Employment started/ was terminated
The amount of any Student Loan repayment deductions from that Employment, in that specific tax year
An exception report will be produced if the response from HMRC includes data that conflicts with the matching Iris record or if the HMRC response includes a Student Loan repayment deduction value.
Individual Income API and Individual Tax API
HMRC will return the earnings and tax deducted for each employment that has been matched in IRIS.
The values returned will not overwrite any existing entry in IRIS.
Comparison can be made between the values already entered and those held on the HMRC record.
Individual PAYE API
HMRC will continue to return the earnings and tax deducted for each employment that has been matched in IRIS.
It is now possible for the HMRC to return multiple records from the same Employer, in a scenario where an individual ceased an employment, and was later re-employed by the same employer within the same tax year.
In such a scenario Iris will amalgamate the HMRC values from all of the HMRC records of employment.
An exception report will be produced if the HMRC values reflect amalgamated values from multiple HMRC records
Individual Benefits API
HMRC will return benefits received for each employment that has been matched in IRIS
Total values are returned and not individual benefits, therefore IRIS will total the equivalent values already entered within IRIS and the benefits summary screen will display both for easy comparison.
HMRC will continue to return any benefits received for each employment that has been matched in IRIS.
HMRC can now return forecast values. If the HMRC return any benefit values that are forecast Iris will indicate that the benefit values returned from HMRC are forecast.
Individual Income API and Individual Tax API
HMRC will return income received and tax deducted on various pensions and state benefits.
Total values are returned and not individual benefits and pensions, therefore IRIS will total the equivalent values already entered within IRIS and the pensions and state benefits summary screen will display both for easy comparison.
HMRC can now return the State Pension Amount, Lump sum, and any tax deducted off the lump sum.
Total State benefits values continue to be returned, therefore IRIS will total the equivalent values already entered within IRIS and the pensions and state benefits summary screen will display both for easy comparison.
It is now possible for the HMRC to return the individual Other pensions values, therefore IRIS will total the sum of Other pensions values and display them on the Pension and State Benefit Summary screen.
Individual PAYE API only
HMRC returns a list of Pension provider names and PAYE references for the individual for that specific tax year.
The HMRC may also return: the Payroll ID, The Date the Other Pension started/ was terminated.
Users are able to create Other Pension records in IRIS using the information returned from HMRC.
IRIS will warn users if the Other Pension has already been added.
A screen will display Other Pensions entered within IRIS compared to those that HMRC hold for this client if they do not match.
An exception report will be produced if the response from HMRC is includes data that conflicts with the matching IRIS record.
Individual PAYE API only
HMRC will also return the Gross Pension received and tax deducted for each individual Other Pension that has been matched in IRIS.
The values returned will not overwrite any existing entry in IRIS.
Comparison can be made between the values already entered and those held on the HMRC record.
It is possible for the HMRC to return multiple records from the same Pension Provider. In such scenario’s IRIS will amalgamate the HMRC values from the multiple Other Pension records.
