Introduction

IRIS Personal Tax Electronic Checklists, or e-Checklists, allow you to collect clients’ tax information over the internet.

The e-Checklist takes data from the previous year's tax return and presents blank boxes for the client to fill in the current tax year information; including all details from income, expenses, and reliefs and allowances.

It is also possible to attach documents to an e-Checklist, for example, a scanned in copy of the clients’ P60.

Once an e-Checklist has been created, it is uploaded to IRIS OpenSpace. The client can then log in and populate the checklist with their tax figures for the past year.

Once completed, the information can be imported directly into IRIS Personal Tax or the e-Checklist can be viewed, printed and the details entered manually.  

All questions within an e-Checklist can be customised and re-worded to suit your practice and clients.

The questions can be edited at a global level, affecting all newly created e-Checklists and edited individually for a specific client.