TAG |
Description |
Context type |
Common |
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Used in all letters |
Client short name |
Client business name |
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Client name for documents |
Client full name (where appropriate) |
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IRIS client identifier |
IRIS identifier |
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Common|Main Address |
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Used in all letters |
Address line 1 |
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Address line 2 |
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Address line 3 |
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Town |
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County |
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Postcode |
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DX Exchange |
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DX Number |
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Main phone number |
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Main fax |
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Main email |
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Is a service address |
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Address as simple 6 lines - 1st line |
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Address as simple 6 lines - 2nd line |
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Address as simple 6 lines - 3rd line |
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Address as simple 6 lines - 4th line |
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Address as simple 6 lines - 5th line |
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Address as simple 6 lines - 6th line |
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Address as single field with commas, no country |
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Address as single field with commas, and country |
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Common|Billing address |
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Used in all letters |
Address line 1 |
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Address line 2 |
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Address line 3 |
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Town |
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County |
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Postcode |
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DX Exchange |
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DX Number |
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Main phone number |
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Main fax |
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Main email |
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Is a service address |
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Address as simple 6 lines - 1st line |
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Address as simple 6 lines - 2nd line |
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Address as simple 6 lines - 3rd line |
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Address as simple 6 lines - 4th line |
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Address as simple 6 lines - 5th line |
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Address as simple 6 lines - 6th line |
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Address as single field with commas, no country |
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Address as single field with commas, and country |
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Common|Registered office |
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Business letters only |
Address line 1 |
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Address line 2 |
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Address line 3 |
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Town |
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County |
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Postcode |
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DX Exchange |
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DX Number |
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Main phone number |
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Main fax |
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Main email |
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Is a service address |
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Address as simple 6 lines - 1st line |
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Address as simple 6 lines - 2nd line |
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Address as simple 6 lines - 3rd line |
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Address as simple 6 lines - 4th line |
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Address as simple 6 lines - 5th line |
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Address as simple 6 lines - 6th line |
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Address as single field with commas, no country |
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Address as single field with commas, and country |
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Common |
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Used in all letters |
IRIS identifier of client's manager |
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Common|Manager of client |
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Used in all letters |
First names |
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Surname |
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Initials |
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Name |
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Identifier within IRIS |
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Identifer of department |
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Common |
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Used in all letters |
IRIS identifier of responsible partner |
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Common|Partner responsible for client |
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Used in all letters |
First names |
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Surname |
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Initials |
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Name |
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Identifier within IRIS |
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Identifier of department |
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Common|Categories |
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Used in all letters |
Category 1 identifier |
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Category 2 identifier |
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Categroy 3 identifier |
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Categroy 4 identifier |
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Category 5 identifier |
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Category 6 identifier |
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Common |
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Used in all letters |
Is a business |
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Is a client |
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Is confidential |
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Is a person |
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Is a trust |
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Used in time and fees |
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Common|Tax information |
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Used in all letters |
Accounts Office Ref |
The client's accounts office reference number |
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Tax reference |
The client's tax reference number (UTR) |
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Common|Tax information|Tax district office details |
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Used in all letters |
Tax district Name |
The tax district name that the client is registered with |
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Tax district reference |
Description of the tax district the client is registered with |
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Tax district (number) |
The tax district number that the client is registered with |
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Tax district (suffix) |
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Common|Tax information|Tax district office detailsAddress |
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Used in all letters |
Address line 1 |
Tax address line 1 of the Client’s Tax District. |
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Address line 2 |
Tax address line 2 of the Client’s Tax District. |
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Address line 3 |
Tax address line 3 of the Client’s Tax District. |
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Town |
Tax address Town of the Client’s Tax District. |
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County |
Tax address County of the Client’s Tax District. |
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Postcode |
Tax address Postcode of the Client’s Tax District. |
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DX Exchange |
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DX Number |
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Main phone number |
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Main fax |
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Main email |
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Is a service address |
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Address as simple 6 lines - 1st line |
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Address as simple 6 lines - 2nd line |
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Address as simple 6 lines - 3rd line |
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Address as simple 6 lines - 4th line |
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Address as simple 6 lines - 5th line |
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Address as simple 6 lines - 6th line |
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Address as single field with commas, no country |
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Address as single field with commas, and country |
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Common|Tax information|Tax year Info |
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Only personal tax letters |
Current tax year (yyyy) |
The current tax year in the format YYYY, for example 2004 |
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Next tax year (yyyy) |
The next tax year, for example 2005 |
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Current tax year (yyyy-yy) |
Current tax year but in the format, YYYY-YY, for example 2004-05 |
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Next tax year (yyyy-yy) |
Next tax year with the format, 2005-06 |
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Date Checklist to client |
This will display the date the Checklist was sent to the Client. |
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Date tax return to client |
This will display the date the Tax Return was sent to the Client. |
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Common|Agent |
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Used in all letters |
Agent name |
The Agent Name as entered in System Options. |
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Common|Agent|Address |
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Address line 1 |
The Agent Address Line 1 as entered in System Options. |
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Address line 2 |
The Agent Address Line 2 as entered in System Options. |
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Address line 3 |
The Agent Address Line 3 as entered in System Options. If there is no entry for this it will not display in the letter. |
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Town |
The Agent Town as entered in System Options. |
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County |
The Agent County as entered in System Options. |
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Postcode |
The Agent Postcode as entered in System Options. |
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DX Exchange |
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DX Number |
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Main phone number |
The Agent Telephone as entered in System Options. |
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Main fax |
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Main email |
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Is a service address |
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Address as simple 6 lines - 1st line |
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Address as simple 6 lines - 2nd line |
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Address as simple 6 lines - 3rd line |
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Address as simple 6 lines - 4th line |
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Address as simple 6 lines - 5th line |
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Address as simple 6 lines - 6th line |
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Address as single field with commas, no country |
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Address as single field with commas, and country |
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Individual |
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Used in individual letters |
Title (Mr/Mrs etc) |
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First name(s) |
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Initials |
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Surname |
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Honours |
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Formal name |
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Formal salutation |
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Information salutation |
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Date of birth |
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Date of birth (with adjustment 1) |
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Date of birth (with adjustment 2) |
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Date of death |
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Date of death (with adjustment 1) |
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Date of death (with adjustment 2) |
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Is female |
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Is male |
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National insurance number |
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Nationality |
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Individual|Tax information|Current year |
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Used in personal tax letters |
On Account Gross |
Original amount of the first payment on account due for the current tax year. Unlike the CYrOAC this figure is the original amount due and therefore does not take into account any claims made to reduce payments on account or other adjustments. |
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OAC |
Amount of the first payment on account due for the current tax year. For example if current tax year is 2003, CYrOAC will reflect the payments on account due 31 Jan 2003. Note this figure does not take into account any payments actually made. |
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OACPaid |
This is the amount the client has paid toward their first payment on account. For example the amount matched to the first payment on account in the client account. |
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On Account 2 Gross |
Original amount of the second payment on account due for the current tax year. Unlike the CyrOAC2 this figure is the original amount due and therefore does not take into account any claims made to reduce payments on account or other adjustments |
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OAC2 |
Amount of the second payment on account due for the current tax year. For example if current tax year is 2002, CYrOAC will reflect the payments on account due 31 July 2002. Note this figure does not take into account any payments actually made. |
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OAC2Paid |
This is the amount the client has paid toward their second payment on account. For example, the amount matched to the first payment on account in the client account. |
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Balance liability Gross |
This is the final liability less the gross amount of the 2 payments due on account. This does not take into account the Revenue adjustments. This is the payment due on the 31st January (tax year + 1). For example; for the tax year April 2002, this is due January 31st 2003. |
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Balance liability |
Amount of the balancing payment due for the current tax year. For example if the current tax year is 2002, CyrBalLiab will reflect the balancing payment due on 31 Jan 2003. If a repayment is due this figure will be negative. This is a much more useful figure than the one above as it includes the Revenue adjustments. |
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Balance Liability Paid |
This is the amount the taxpayer has paid in respect of the balancing liability. It is the figure matched to the balancing entry in the client account. |
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Balance repay |
This is the same as CYrBalLiab, but the opposite sign. Therefore a repayment appears positive, a liability negative. |
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Final liability Gross |
This is the overall liability for the tax year excluding the Revenue adjustments. |
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Final liability |
This is the same as above but includes the Revenue adjustments. |
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Total Paid |
This represents the total amount paid by the taxpayer in respect of all the instalments. This could be the same as adding CYrOACPaid + CYrOAC2Paid + CyrBalLiabPaid |
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Is Balance Liability |
This is a conditional Tag that will give response 0 if the client does not have a balancing liability and response 1 if the client does have a balancing liability. This Tag will only work for Personal Clients and not for Businesses. |
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Is Balance Repay |
This is a conditional Tag that will give response 0 if the client does not have a balancing repayment and response 1 if the client does have a balancing repayment. This Tag will only work for personal clients and not for businesses. |
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Is OAC |
This is a conditional Tag that will give response 0 if the client does not have a Current Year on Account Payment and response 1 if the client does have a Current Year on Account Payment. This Tag will only work for Personal Clients and not for Businesses |
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Is Final Liability |
This is a conditional Tag that will give response 0 if the client does not have an overall liability for the tax year and response 1 if the client does have an overall liability for the tax year. This Tag will only work for personal clients and not for businesses. |
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Reason SA303 Type |
Pre-set reasons for SA303 claim (claim to reduce payments on account). The values are: no reason entered taxable business profits are less next tax year tax allowances and reliefs are more next tax year tax deducted at source is more next tax year other reason (see above). |
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Reason SA303 User Desc |
Freeform text as entered under "claim to reduce payments OAC" screen in personal tax |
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Individual|Tax information|Current year|Employment benefits |
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Used in personal tax letters |
Entertainment |
Amount of Entertainment Benefit received from an employer. |
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Travel |
Amount of Travel Benefit received from an employer. |
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Telephone |
Amount of Telephone Benefit received from an employer. |
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Other |
Amount of Other Benefit received from an employer. |
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Individual|Tax information|Next year |
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Used in personal tax letters |
On Account Gross |
As per CYrOACGross, but for the next tax year. |
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OAC |
As per CYrOAC, but for the next tax year |
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Is OAC |
This is a conditional Tag that will give response 0 if the client does not have a Next Year on Account Payment and response 1 if the client does have a Next Year on Account Payment. This Tag will only work for Personal Clients and not for Businesses. |
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OACPaid |
As per CYrOACPaid but for the next tax year. |
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On Account 2 Gross |
As per CYrOAC2Gross but for the next tax year. |
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OAC2 |
As per CYrOAC2 but for the next tax year |
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OAC2Paid |
As per CYrOAC2Paid but for the next tax year. |
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Business |
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Used in business letters |
Full Business name |
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Business|Main contact |
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Title (Mr/Mrs etc) |
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First names |
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Initials |
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Surname |
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Formal salutation |
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Informal salutation |
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Business|Billing contact |
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Title (Mr/Mrs etc) |
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First names |
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Initials |
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Surname |
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Formal salutation |
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Informal salutation |
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Business |
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Full business name as three lines (line 1) |
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Full business name as three lines (line 2) |
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Full business name as three lines (line 3) |
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Business description |
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Trading name |
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Trading name as three lines (line 1) |
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Trading name as three lines (line 2) |
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Trading name as three lines (line 3) |
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Date trade begun |
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Date trade begun (with adjustment 1) |
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Date trade begun (with adjustment 2) |
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Date trade ended |
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Date trade ended (with adjustment 1) |
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Date trade ended (with adjustment 2) |
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Company registered number |
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Limited by guarantee |
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No share capital |
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Registered in |
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Registered in with “in” precceeding it, or blank |
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Type of business |
This is a conditional Tag that will give response 1 for a Limited Company, response 2 for a Partnership, response 3 for a Sole Trade, response 4 for an Other business, response 5 for a Group and response 6 for a Trust. |
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Unlimited Company |
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Is a close company |
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Is a Plc |
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Make quarterly payments |
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Date incorporated |
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Date incorporated (with adjustment 1) |
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Date incorporated (with adjustment 2) |
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Principle SIC code of business |
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First secondary SIC code of business |
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Second secondary code of business |
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Third secondary code of business |
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VAT registration number |
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VAT registered |
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Business|Tax information |
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Used in business letters |
PAYE district |
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Business|Tax information|PAYE Tax district office details |
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Used in business letters |
Tax district reference |
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Tax district (number) |
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Tax district (suffix) |
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Business|Tax information|PAYE Tax district office details|Address |
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Used in business letters |
Address line 1 |
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Address line 2 |
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Address line 3 |
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Town |
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County |
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Postcode |
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DX Exchange |
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DX Number |
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Main phone number |
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Main fax |
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Main email |
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Is a service address |
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Address as simple 6 lines - 1st line |
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Address as simple 6 lines - 2nd line |
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Address as simple 6 lines - 3rd line |
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Address as simple 6 lines - 4th line |
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Address as simple 6 lines - 5th line |
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Address as simple 6 lines - 6th line |
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Address as single field with commas, no country |
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Address as single field with commas, and country |
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Business|Tax information |
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PAYE reference |
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Client accounts info |
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Used in accounts letters |
Client accounts info|Accounting period |
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Date accounting period ends on |
Account Period End of the Business. This will display the latest period end from the IRIS Accounts Production module. |
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Date accounting period ends on (with djustment 1) |
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Date accounting period ends on (with adjustment 2) |
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Type (true period or for reporting only) |
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Bank |
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Used in bank letters |
Name |
This is the Name of the bank that the client is linked to in the Bank Account Maintenance screens. |
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Bank Address |
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Address line 1 |
This is the first Address line of the bank that the client is linked to in the Bank Account Maintenance screens. |
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Address line 2 |
This is the second Address line of the bank that the client is linked to in the Bank Account Maintenance screens. If the field is blank it will not display in the letter |
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Address line 3 |
This is the third Address line of the bank that the client is linked to in the Bank Account Maintenance screens. If the field is blank it will not display in the letter |
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Town |
This is the Town of the bank is that the client is linked to in the Bank Account Maintenance screens. |
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County |
This is the County of the bank that the client is linked to in the Bank Account Maintenance screens. |
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Postcode |
This is the postcode of the bank that the client is linked to in the Bank Account Maintenance screens. |
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Country |
This is the Country of the bank that the client is linked to in the Bank Account Maintenance screens. |
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DX Exchange |
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DX Number |
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Main phone number |
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Main Fax |
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Main email |
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Is a service address |
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Address as simple 6 lines - 1st line |
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Address as simple 6 lines - 2nd line |
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Address as simple 6 lines - 3rd line |
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Address as simple 6 lines - 4th line |
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Address as simple 6 lines - 5th line |
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Address as simple 6 lines - 6th line |
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Address as single field with commas, no country |
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Address as single field with commas, and country |
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Bank |
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Used in bank letters |
Sort code |
This is the sort code of the bank that the client is linked to in the Bank Account Maintenance screens. |
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Bank type |
This is a conditional Tag that will give response 0 for a Bank and response 1 for a Building Society. Therefore the format on this Tag will take: |
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