Client Maintenance
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A non-client is appearing on the client list. How is he/she removed from the list?
The client list shows all Personal Tax clients. Client status may be revoked by selecting the Status option from the Client menu.
This option will not delete any of the person's data, it simply removes that person from the client list.
A single person has a 'married' status. How is this changed to single?
The marriage record has to be deleted by clicking Delete on the View screen, which is accessed via the Marriages option central Client Maintenance screen.
Where are the partners forenames entered (for married couples allowance claim)?
The partners forenames are required when a claim is made for Married Couples Allowance.
From 2001 onwards this is the case only where one of the partners was born before 6/4/1935.
If the partners is not a client, the following procedure ensures that the person does not appear on the list of personal tax clients.
To enter the partners forenames, she or he must be given an identifier. This is placed on the marital status screen in the 'Partners ID' field.
After completing the marital status screen, click Close from the client maintenance screen. IRIS will prompt 'Change partners? Yes or No'.
Click Yes, the client maintenance screen is redisplayed but will now show the partners identifier in the title bar.
A person has been set up in Accounts Production/Time and Fees. How is the person selected as a client in Personal Tax?
If a person has been set up in Accounts Production or the Time and Fees systems, they will not appear on the list of Personal Tax clients.
A1 - The easiest method is to click into the white space at the top of the main screen in Personal Tax (where the client id is normally displayed). Type in the id for the person and press <Return> or <Enter>.
IRIS will prompt 'Not currently a client. Make them a client? Yes or No'. Click Yes and then use the change client option to edit the person's details.
A2 - If you cannot remember the person's identifier, click on the client browser magnifying glass to the right of the white box mentioned above. In the 'Database view' area, click the 'whole practice' option.
The list will expand to show all people on the database. Select the person from the list. IRIS will prompt 'Not currently a client. Make them a client? Yes or No'.
Click Yes and then use the change client option to edit the person's details.
