 |
 |
|
|
The IRIS Bureau Payroll system has now been integrated with the IRIS
Accountancy Suite which includes both Personal Tax and P11D modules from
tax year 2012 onwards.
The following subjects are covered in this topic; click the links below to jump to a particular section:
Locking the employment section in Personal Tax / How to lock the employment section in Personal Tax
Removing the
link between the modules / How to remove the link between Accountancy
Suite and Payroll
There has to be valid licences for BOTH applications.
For Personal Tax and P11D, this can be checked by:
Open the IRIS Main Menu.
Select System Maintenance.
Select System – Licence Details.
Select Personal Tax to view the licence details.
P11D module uses the same licence data entry field as Personal Tax.
For IRIS Payroll the licenses can be checked by:
Open IRIS Bureau Payroll application.
Enter the Name, SYSTEM.
Password, admin.
Click License to and enter the code to check the validity.
The employers PAYE reference and employees national insurance numbers have to be the same in both applications. If there is any discrepancy then the data will not flow through to the IRIS Accountancy Suite.
The integration is based on a one way flow. This means that if data is changed in Payroll then it will affect Accountancy Suite but if data is changed in Accountancy Suite it will not affect Payroll.
This functionality integrates IRIS Accountancy Suite and IRIS Payroll for Accountants by creating a link between individuals that are available in both programs.
This screen can be accessed by going to:
Client | View | Related and then click Involvements.
Make sure the Directorships or Employments tab is selected and then click New or View at the bottom of the screen. Alternatively; click on New Directorship, New Employment or Involvements on any of the employment data entry screens.
Link – selecting this option will search the IRIS Payroll for Accountants database for a corresponding Employer based upon the PAYE reference entered in IRIS Accountancy Suite, once an Employer has been found the National Insurance number will be cross referenced to identify a matching employee.
Dropdown field – will be populated with a list of employees that fit the previously mentioned checks. This allows you to select the correct employee in the case of duplicates being available.
If employment start and end dates exist within IRIS Payroll for Accountants then these will be entered into the From and To fields within the involvements screen.
Once the employment figures have all been finalised for the tax year you can lock the employment section to ensure the values entered are not altered by IRIS Payroll for Accountants, it is important to remember that this functionality locks all employments.
The lock will be automatically applied during the linking process if entries already exist in IRIS Accountancy Suite.
It is possible to manually lock the employments by going to Employment | Earnings or Employment | Benefits and selecting Lock (Employment figures are finalised).
Printing a Final Tax Computation, Final Tax Return, R40 or Electronic Tax Return will also lock the employments screen automatically unless the option has been disabled in Setup | Tax Return Options.
To unlock the employment section go to Employment | Earnings or Employment | Benefits and select Open (allow figures to be updated by IRIS Payroll for Accountants).
Once the employment is linked, the following entries will be pulled through from IRIS Payroll for Accountants into IRIS Accountancy Suite:
Earnings (for example, from P60) – populated with the figure from Earnings to date in IRIS Payroll for Accountants.
Tax deducted at source – populated with the tax to date figure in IRIS Payroll for Accountants.
Benefits – populated with benefits in IRIS Payroll for Accountants with an IRIS Accountancy Suite benefit type selected.
Figures will only be imported for 2 tax years at a time; the current Tax year and the year Tax Returns are currently being produced for.
Once a Tax year is selected within Personal Tax or P11D these figures will flow through automatically, these will be refreshed anytime a Tax Computation, Tax Return or Schedules of Data are produced.
Once the Earnings and Tax deducted fields are populated they will become locked. Select the Overwrite option in the Earnings screen to manually adjust these entries.
The P11D category relates directly to the benefit numbers used within the IRIS Personal Tax module. The Taxable box is enabled by default, if this is left in place when the details are transferred to Personal Tax the benefit value box and the amount made good box will be completed; both boxes will show the same value.
It is possible to remove the link to IRIS Payroll for Accountants.
Select Client | View | Related and then click Involvements.
Select the relevant employment/directorship and click View.
Once the involvement opens click Remove Link and then Yes to confirm the removal of the link.