How to delete an Account Period End Date within Personal Tax

Deleting an Accounting Period.

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

2. Click Trade, Profession or Vocation then select Sole Trade or Partnership.

3. Click New within the bottom half of the screen.

4. Right-click on the Accounting Period within this screen and select Delete from the drop-down list, or highlight the accounting period and click Delete.
   
   

• It is also possible to add new accounting periods and to edit the date of periods within this screen.
  
  If an account period is deleted, edited or added via the Personal Tax module this change will be reflected within all other IRIS modules.