To return to the Field description click here.
Following is an extract from the IRIS Practice Management manual.
This displays all fields that are available with descriptions where appropriate:
The sections in bold refer to the folders:
Address - Billing - Contact |
Comments |
Date of birth |
|
Description |
|
|
|
Forenames |
|
Formal salutation |
|
Informal salutation |
|
Initials |
|
Is female |
|
Is male |
|
Nee |
|
Phone |
|
Qual |
Qualifications |
Surname |
|
Title |
|
Address - Billing |
|
County |
|
DX Exchange |
|
DX Number |
|
Line 1 |
|
Line 2 |
|
Line 3 |
|
Main email |
|
Postcode |
|
Prime fax |
|
Prime tel |
|
Town |
|
Address - Main - contact |
|
Date of birth |
|
Description |
|
|
|
Forenames |
|
Formal salutation |
|
Informal salutation |
|
Initials |
|
Is female |
|
Is male |
|
Nee |
|
Phone |
|
Qual |
Qualifications |
Surname |
|
Title |
|
Address - main |
|
County |
|
DX Exchange |
|
DX Number |
|
Line 1 |
|
Line 2 |
|
Line 3 |
|
Main email |
|
Postcode |
|
Prime fax |
|
Prime tel |
|
Town |
|
Address - registered - contact |
|
Date of birth |
|
Description |
|
|
|
Forenames |
|
Formal salutation |
|
Informal salutation |
|
Initials |
|
Is female |
|
Is male |
|
Nee |
|
Phone |
|
Qual |
Qualifications |
Surname |
|
Title |
|
Address - registered |
|
County |
|
DX Exchange |
|
DX Number |
|
Line 1 |
|
Line 2 |
|
Line 3 |
|
Main email |
|
Postcode |
|
Prime fax |
|
Prime tel |
|
Town |
|
Attributes |
This will have a tick box for every attribute that has been created on the system. |
Basic - Client Group |
|
Identifier |
|
Basic |
|
Client identifier |
|
Client name |
|
Client type |
Person, Business or Trust |
File Reference |
Extra Reference field for a Client. |
Is client |
Are they a client of IRIS |
Basic - Main SIC Code |
|
Description |
|
Identifier |
|
Basic - Manager |
|
Identifier |
|
Name |
|
Basic - Partner |
|
Identifier |
|
Name |
|
Basic |
|
Tax District |
|
Tax Reference |
|
Business - Accounts - Latest Finalised |
|
Cost of Sales |
|
Business - Accounts Latest Finalised - Creditors Due After One Year |
|
Bank loans |
|
Creditors Due |
|
HP Contracts |
|
Other Loans |
|
Business - Accounts - Latest Finalised - Creditors Due Within One Year |
|
Bank loans Overdrafts |
|
Creditors Due |
|
HP Lease Contracts |
|
Other loans |
|
Business - Accounts - Latest Finalised |
|
Current Assets |
|
Current Liabilities |
|
Dir Remuneration |
|
Fixed Assets |
|
Gross Profit |
|
Net Current Assets |
|
Net Profit |
|
No Employees |
|
Pensions |
|
Period End Date |
|
Sales |
|
Stock |
|
Total Assests |
|
Total Borrowing |
|
Trade Creditors |
|
Trade Debtors |
|
Trade Purchases |
|
Wages |
|
Business - Accounts - Latest Finalised -1 |
The fields within this folder are the same as for the folder Latest Finalised, but for the year before. |
Business - Accounts - Latest Finalised - 2 |
The fields within this folder are the same as for the folder Latest Finalised, but for the 2 years before. |
Business - Accounts - Latest Finalised - 3 |
The fields within this folder are the same as for the folder Latest Finalised, but for the 3 years before. |
Business - Accounts - Latest Finalised - 4 |
The fields within this folder are the same as for the folder Latest Finalised, but for the 4 years before. |
Business type |
Limited Company, Partnership, Sole Trade, Other, Group, Trust |
Company number |
|
Date Incorporated |
|
Date Trade Begun |
|
Date Trade Ended |
|
Description |
|
Full Business Name 1 |
|
Full Business Name 2 |
|
Full Business Name 3 |
|
Is Close Company |
|
Is PLC |
|
Limited By Guarentee |
|
Makes Quarterly Payments |
|
No Share Capital |
|
PAYE District |
|
PAYE Reference |
|
Regestered In |
|
Trading Name1 |
|
Trading Name2 |
|
Trading Name3 |
|
Unlimited Company |
|
VAT registered |
|
Business - Year end |
|
Date |
|
Day |
|
Month |
|
Categories |
There will be a folder for each of the six categories containing the identifier and description. |
Description |
|
Identifier |
|
Corporation Tax |
|
Corporation Tax - Latest |
|
About this return |
|
A repayment is due for an earlier period A repayment is due for this return Accounts attached for a different period Accounts attached for the period to which this return relates Charities and Community Amateur Sports Clubs (CASCs), Form CT600E Company part of a group that is not small Company qualifies for SME exemption Compensating Adjustment claimed Computation attached for a different period Computation attached for the period to which this return relates Controlled foreign Companies, Form CT600B Corporate Venturing Scheme, Form CT600G Cross-border royalties, Form CT600H Disclosure of tax avoidance schemes, Form CT600J Group and Consortium, Form CT600C Insurance, CT600D Loans to Participators by Close Companies, Form CT600A Making more than one return for this company Notice of Disclosable Avoidance Schemes Reason for no XBRL accounts Reason for no XBRL computation Supplementary charge in respect of ring fence trade, Form CT600I Tonnage Tax, Form CT600F AP end date AP start date |
|
Calculation of tax outstanding or overpaid |
|
Income tax deducted from gross income included in profits Income tax repayable to the company Net corporation tax liability Tax chargeable Tax payable Tax payable under S419 ICTA1988 Tax payable under S501A ICTA 1988 Tax payable under S747 ICTA 1988 |
|
Chargeable gains |
|
Allowable losses including loss b/f Gross chargeable gains Net chargeable gains Profits before other deductions and reliefs |
|
Charges and allowances |
|
Balancing charges |
|
Business premises renovation Business premises renovation not in trading profit Cars Industrial buildings and structures Machinery and plant - Main pool Machinery and plant - Special rate pool Other charges and allowance Other non-trading charges and allowances |
|
Charges allowances |
|
Annual investment allowance in trading profit Annual investment allowance not in trading profit Business premises renovation Business Premises renovation not in trading profit Cars Industrial buildings and structures Machinery and plant - Main pool Machinery and plant - Special rate pool Other charges and allowance Other non-trading charges and allowances |
|
Client Account |
|
Bal Liab Bal Liab Gross Bal Liab Paid Bal Repay Fin Liab Fin Liab Gross IOA1 IOA1 Gross IOA1 Paid IOA2 IOA2 Gross IOA2 Paid IOA3 IOA3 Gross IOA3 Paid IOA4 IOA4 Gross IOA4 Paid Is Bal Liab Is Bal Repay Is Fin Liab Is IOA Is PDUE PDUE PDUE Gross PDUE Paid RFT RFT Gross RFT Paid Total Paid |
|
Company information |
|
Type of company |
|
CTAP end date CTAP number CTAP start date |
|
Deductions and reliefs |
|
Capital allowances for the purpose of management of the business Charges paid CVS loss relief and losses on unquoted shares Group relief Interest distributions Management expenses under S75 ICTA 1988 Non-trade capital allowances Non-trade deficits Non-trading losses on intangible fixed assets Profits chargeable to corporation tax Ring fence profits Included Schedule A losses Trading losses of this or a later accounting period |
|
Income |
|
Income from UK land and buildings Income within Sch D Case VI Net trading and professional profits Non-trading loan relationships Overseas income within Sch D Case V Trading and professional profits |
|
Indicators |
|
Company has written down or sold intangible fixed assets Company is within a group payment arrangement for this period Corporation tax (instalment payments) Regulations 1998 Cross-border royalty payments |
|
Losses, deficits and excess amounts |
|
Arising Capital losses |
|
Excess interest distribution Excess management expenses Losses Case VI Non-trade deficits on loan relationships and derivative contracts Non-trading losses on intangible fixed assets Overseas property business losses Case V Schedule A losses Trading losses Case I Trading losses Case V |
|
Maximum available for surrender as group relief |
|
Excess charges Excess management expenses Excess non-trade capital allowances Non-trade deficits on loan relationships and derivative contracts Non-trading losses on intangible fixed assets Schedule A losses Trading losses Case I |
|
Qualifying expenditure |
|
Designated environmentally friendly machinery and plant Machinery and plant on long-life assets and integral features Machinery and plant on which first year allowances is claimed Other machinery and plant |
|
R&D or films enhanced expenditure |
|
Land remediation enhanced expenditure R&D or films enhanced expenditure R&D or films enhanced expenditure of a SME Vaccines research expenditure |
|
Reliefs and deduction in terms of tax |
|
Advance corporation tax Community investment relief CVS investment relief Double taxation relief Total reliefs and deductions in terms of tax |
|
Repayment of corporation tax |
|
Payable capital allowances first-year tax credit Payable film tax credit Payable land remediation or life assurance company tax credit Payable Research and Development tax credit Repayment of corporation tax Repayment of income tax Repayment under S102 FA 1989 Stop repayment notice |
|
Tax calculation |
|
Amount of profit FY1 Amount of profit FY2 Associated companies in the first FY Associated companies in the second FY Corporation tax Corporation tax chargeable Corporation tax net or marginal rate relief Financial Year1 Financial Year2 Franked investment income Marginal rate relief Number of associated companies in this period Rate of tax FY1 Rate of tax FY2 Tax FY1 Tax FY2 |
|
Tax reconciliation |
|
Capital allowances first-year tax credit Capital allowances first-year tax credit payable Land remediation tax credit Land remediation tax credit payable R&D tax credit R&D tax credit payable Ring fence corporation tax included Tax already paid (and not repaid) Tax outstanding Tax overpaid Tax under S501A ICTA 1988 included |
|
Individual |
|
Date of birth |
|
Date of death |
|
Forenames |
|
Formal Salutation |
|
Informal Salutation |
|
Initials |
|
Is Female |
|
Is Male |
|
Mariral Status |
|
NI Number |
|
Other ID |
Extra ID for an individual, for example, passport number. |
Surname |
|
Title |
|
Product |
|
Client of Accounts Production |
|
Client of Business Tax |
|
Client of Company Secretarial |
|
Client of Personal Tax |
|
Used In Time and Fees |
|
Services |
For each job types created there is a service folder containing the following: |
Services - job type |
|
Date Started |
|
Date Terminated |
|
Exists |
|
Notes |
The notes field for Services. |
Service - Job type - Job - Current |
|
Completed By |
|
Completed Date |
|
Description |
|
Service - Job type - Job - Current - Job stage - Stage |
The following is repeated for every job stage within the job profile |
Assigned |
|
Date completed |
|
Due Date |
|
Staff Completed |
|
Service - Job type - Job - Current |
|
Period End |
|
Period Start |
|
Planning Status |
|
Progress Description |
|
Progress Number |
|
Registered |
|
Schedule Completion |
|
Scheduled Start |
|
Statutory Deadline |
|
Personal / Trust Tax |
|
Personal / Trust Tax - Latest |
|
Adjustments |
|
Additional Personal Allowance (Personal Tax Only) |
|
Capital Gains Tax |
|
Class4NIC (Personal Tax Only) |
|
PAYE Adjustments (Personal Tax Only) |
|
Recoverable Tax on Charges (Trust Tax Only) |
|
Student Loan Payments (Personal Tax Only) |
|
Tax Deducted at Source |
|
Allowances (Personal Tax Only) |
|
Age |
|
Blind |
|
Blind Surplus |
|
Personal |
|
Wife's Transition Relief (2000) |
|
Client Account |
|
C Yr Bal Liab |
|
C Yr Bal Liab Gross |
|
C Yr Bal Liab Paid |
|
C Yr Bal Liab Repay |
|
C Yr Fin Liab |
|
C Yr Fin Liab Gross |
|
C Yr OAC |
|
C Yr OAC Gross |
|
C Yr OAC Paid |
|
C Yr OAC2 |
|
C Yr OAC2 Gross |
|
C Yr OAC2 Paid |
|
C Yr Total Paid |
|
Is C Yr Bal Liab |
|
Is C Yr Bal Repay |
|
Is C Yr Fin Liab |
|
Is C Yr OAC |
|
N Yr OAC |
|
N Yr OAC Gross |
|
N Yr OAC Paid |
|
N Yr OAC2 |
|
N Yr OAC2 Gross |
|
N Yr OAC2 Paid |
|
SA303 Type |
|
SA303 User Spec |
|
Data Entry Complete (Personal Tax Only) |
|
Deductions |
|
Annuities and Other Annual Payments (Trust Tax Only) |
|
CGT Losses (Personal Tax Only) |
|
Death, Sickness and Superannuation (Personal Tax Only) |
|
Deemed Losses (Trust Tax Only) |
|
Interest on Loans to Pay Inheritance Tax (Trust Tax Only) |
|
Foreign Earnings Deduction (Personal Tax Only) |
|
Foreign Property Losses |
|
Land and Property Losses |
|
Other Income Losses (Trust Tax Only) |
|
Partnership Losses |
|
Post Cessation Losses (Personal Tax Only) |
|
Self Employment Losses |
|
Income |
|
Company Purchase of its own Shares (Trust Tax Only) |
|
Deemed Income (Trust Tax Only) |
|
Employment (Personal Tax Only) |
|
Foreign Income (Personal Tax Only) |
|
Foreign Dividends (Trust Tax Only) |
|
Foreign Life Assurance |
|
Foreign Savings (Trust Tax Only) |
|
Land and Property |
|
Life Assurance Gains |
|
Lloyd's Underwriter |
|
Maintenance and Alimony (Personal Tax Only) |
|
Ministers (Personal Tax Only) |
|
Other |
|
Other Foreign Income (Trust Tax Only) |
|
Partnerships |
|
Refund of Surplus AVC (Personal Tax Only) |
|
Self Employment |
|
Shares (Personal Tax Only) |
|
Trusts (Personal Tax Only) |
|
UK Dividends and Tax Credits |
|
UK Interest |
|
UK Pensions and State Benefits (Personal Tax Only) |
|
Income Not Liable @ Trust Rate (Trust Tax Only) |
|
Income not liable @ Trust Dividend Rate |
|
Income not liable @ Trust Savings Rate |
|
Income not liable @ Trust Basic Rate |
|
Other Reliefs |
|
Foreign Tax Credits |
|
Non Refundable Tax |
|
Notional Tax (Personal Tax Only) |
|
Top Slicing (Personal Tax Only) |
|
Payments of Income & Tax Pool (Trust Tax Only) |
|
Discretionary Payments of Income |
|
Tax Pool Available C Yr |
|
Tax Pool B/fwd |
|
Tax on Payments to Beneficiaries |
|
Tax Pool C/fwd |
|
Additional Tax Due |
|
Reliefs |
|
Bonds of Annuity (Personal Tax Only) |
|
Childrens Tax Credit (Personal Tax Only) |
|
Corresponding Deficiency Relief (Personal Tax Only) |
|
FSAVC (Personal Tax Only) |
|
Gift Aid (Personal Tax Only) |
|
Gifts to Charity (Personal Tax Only) |
|
Loan Interest (Personal Tax Only) |
|
Loan Interest (MIRAS) (Personal Tax Only) |
|
Maintennance Relief (Personal Tax Only) |
|
MCA (Personal Tax Only) |
|
MCA Transfer to Wife (Personal Tax Only) |
|
MCA Abatement (Personal Tax Only) |
|
Pension Contributions (Personal Tax Only) |
|
Self Employed Pension / Retirement Annuity Payment (Personal Tax Only) |
|
Unused MCA (Personal Tax Only) |
|
Venture Capital and Enterprise Investment (Personal Tax Only) |
|
Vulnerable Beneficiary Income Tax Relief (Trust Tax Only) |
|
Widows Bereavement Allowance (Personal Tax Only |
|
Residency |
|
Domiciled in UK (Personal Tax Only) |
|
Dual Resident (Trust Tax Only) |
|
Non-Resident for Capital Gains (Trust Tax Only) |
|
Non-Resident for Income Tax (Trust Tax Only) |
|
Ordinarily Resident in UK (Personal Tax Only) |
|
Residence (Personal Tax Only) |
|
Resident for Capital Gains (Trust Tax Only) |
|
Resident for Income Tax (Trust Tax Only) |
|
Tax Bourne |
|
Income @ Basic Rate |
|
Income @ Dividends Rate |
|
Income @ Higher Dividends / Dividend Trust Rate |
|
Income @ Higher / Trust Rate |
|
Income @ Savings Rate |
|
Income @ Starting Rate (Personal Tax Only) |
|
Tax @ Basic Rate |
|
Tax @ Savings Rate |
|
Tax @ Dividends Rate |
|
Tax @ Higher Dividends / Dividend Trust Rate |
|
Tax @ Higher / Trust Rate |
|
Tax @ Savings Rate |
|
Tax @ Starting Rate (Personal Tax Only) |
|
Tax Credits |
|
Dividends |
|
Tax Due on Annuties (Personal Tax Only) |
|
Tax Due on Charities (Personal Tax Only) |
|
Tax Due on Gift Aid (Personal Tax Only) |
|
Tax Year |
|
Totals |
|
Adjusted Basic Rate Band (Personal Tax Only) |
|
Deductions |
|
Gross Statutory Income |
|
Net Statutory Income |
|
Other Relief |
|
Reliefs |
|
Income Not Liable @ Trust Rate (Trust Tax Only) |
|
Tax Bourne |
|
Tax Credits |
|
Taxable Income |
|
Total Liability |
|
Total Refund |
|
Trust Management Expenses (Trust Tax Only) |
|
Standard Rate Band (Trust Tax Only) |
|
Individual - Personal Tax - Latest - 1 |
This is all the Personal/Trust Tax information for the year before the one above. |
Individual - Personal Tax - Latest - 2 |
This is all the Personal/Trust Tax information from two years ago. |
Individual - Personal Tax - Latest - 3 |
This is all the Personal/Trust Tax information from three years ago. |
Individual - Personal Tax - Latest - 4 |
This is all the Personal/Trust Tax information from four years ago. |
Trust |
|
Trust type |
This shows the type of trust. |
Settlor Interested Trust |
|
Fees |
|
Fees Balance |
|
Fees Latest Bill |
|
Fees Latest Receipt |
|
Latest Bill amount gross |
|
Latest Bill amount net |
|
Latest Bill amount VAT |
|
Latest Receipt amount gross |
|
Latest receipt amount net |
|
Latest receipt amount VAT |
|
Posting Condition |
|
WIP |
|
WIP balance |
|
Posting Condition |
|
|
|