Importing via KashFlow

Importing postings for a sole trade via KashFlow

Step 1 – Entering KashFlow login credentials

1. Personal Tax | Setup | Practice Options

2. Click KashFlow.

3. Enter valid KashFlow credentials and click OK.

Confirmation that the credentials have been accepted, will display.

Step 2 – Linking KashFlow client

1. Personal Tax | Trades, Profession or Vocation | Sole Trade or Partnership

2. Select the sole trade | View

3. Click the magnifying glass next to the KashFlow Client field

A ‘KashFlow Client’ screen displays.

4. Select Link to KashFlow client, select the corresponding client and click OK.

5. Close the Business client maintenance screen.

Step 3 – Importing Postings from KashFlow

Once the above has been established, import the postings from the link client:

1. Personal tax | Trades, Profession or Vocation | Sole Trade or Partnership

2. Select the sole trade.

3. Select Import Postings | Import from KashFlow

Once the above has been selected, the postings summary screen displays. Postings from KashFlow will display and IRIS will automatically attempt to select a IRIS category which can be altered manually.

MTD specified clients which have Update periods set up will be displayed down the left-hand side of the summary screen.  Selecting between the update periods will display the postings related to that date range.

• Import will be completed on a per period basis.

Importing postings for UK Land and Property from KashFlow

Step 1 – Entering KashFlow login credentials

1. Personal Tax | Select Setup | Practice Options

2. Click KashFlow.

3. Enter valid KashFlow credentials  and click OK.

Confirmation will be presented that the credentials have been accepted.

Step 2 – Linking KashFlow client

1. Personal Tax | UK Land and Property | Property Income

2. Select the Property and click View.

3. Click the magnifying glass next to the ‘KashFlow Client’ field.

A ‘KashFlow Client’ screen displays.

4. Select Link to KashFlow client,  select the corresponding client and click OK.

5. Close the Business client maintenance screen.

Step 3 – Importing Postings from KashFlow

Once the above has been established, import the postings from the link client:

1. Personal Tax | UK Land and Property | Property Income

2. Select FHL Property Summary or Other Property Summary | Import from KashFlow

or

1. Personal Tax | UK Land and Property | Property Income

2. Select a property and click View.

3. Import postings | Import from KashFlow

Using the 2nd import option will automatically direct all postings from KashFlow to the corresponding selected property.

Once the above has been selected, the postings summary screen displays. Postings from KashFlow will display and IRIS will automatically attempt to select an IRIS category which can be altered manually.

MTD specified clients which have Update periods set up will be displayed down the left-hand side of the summary screen. Selecting between the update periods will display the postings related to that date range.

• Import will be completed on a per period basis.

Within the summary screen a Property will need to be selected in order to import the postings from KashFlow to the corresponding property in IRIS.