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Click the links below to jump to a particular section:
Step 1 - Entering the Practice ID and Password
Step 2 - Generating the Electronic Return
Log into Personal Tax as a Master user and enter the User ID and Password via Setup | Practice Options | Tax Options on the Self Ass. tab. Practices may register for Online Services at www.hmrc.gov.uk. Your Agent Reference should be available from your local tax office.
Agent reference - HMRC issues each agent with an Agent Reference that must be entered when registering for the Online Service
User ID - the AIS trader identifier for the Internet service is a 12 character code (mostly letters) allocated by HMRC
Password - a combination of letters and numbers, between 8 and 12 characters in length, that is defined by the agent when registering for the Agent Internet Service via the Government gateway
Return email address - may be used for extra confirmation that the HMRC has accepted a tax return. This feature can also be controlled through the Government gateway so, if the email address is left blank here, a message may still be sent if the option has been set on the gateway
Users may generate electronic Self-Assessment returns by selecting Reports | Electronic Tax Return
Select Test or Final
in the Electronic Tax Returns Option. Where Test
is selected this will be indicated on the Transmit Internet Return screen.
Users may attach additional PDF documents to the return.
Click OK to generate the report(s).
Once the Internet hardcopy has been produced, click Close.
Go to Reports | Transmit Internet Return and highlight the return(s) to be submitted.
Click Transmit and wait for the return to process. When this is complete the Cancel button will change to Close.
Clicking Close will display a message for each return transmitted which will either:
Confirm that the return was accepted or rejected and offer the user the option of printing the acceptance / rejection message; or
Inform the user that the Government Gateway was busy and ask the user to try again later using the Query Again option.
For more information regarding error messages log on to the knowledge base at https://practice.iris.co.uk/customer_support/support_tools/knowledge_base.aspx to search for the relevant error number. Note that error 3001 is confirming that an error has occurred; the error number quoted after that is the one which indicates the nature of the problem.
Practice Management users may add an extra level of security to the
Transmit screen to prevent transmission of returns before they have been
approved by the client.
To switch on the functionality the practice must update the tax return job profiles for individuals, partnerships, limited companies and trusts as follows:
Open System Maintenance.
Select Practice | Job Types/Profiles and for each of the tax return jobs:
Click Profiles.
Highlight the job stage that indicates a tax return has been approved by the client and click Edit.
From the Automatically complete when drop-down list select the Approval Received from Client event and click OK.
Click Save and then Close the profile.
Once this has been set users will not be able to transmit electronic returns unless that job stage for the client has been completed. Unapproved returns will be listed on the Transmit Internet Return screen in a grey with No in the Approved column; the Transmit option will be disabled.
Once approval has been obtained the job stage may be completed either from the job itself or by clicking Approved on the Transmit Internet Return screen.