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Select a tax year before commencing. The checklist takes data from the previous year's tax return and presents blank boxes for the client to fill in the selected tax year information. It includes all details from income, reliefs and allowances. Capital gains are not included nor are self-employment details as this section requires comprehensive accounts information.
The report may be produced for
A- Current client.
B- All clients.
C- A selected range of clients.
The checklist will automatically update the 'checklist to client' date in the tax return date section. If you do not want the date to be inserted answer No to the 'Update client date log for each client printed' question. The second and third tick boxes are shown only when the 'all clients' or 'range of clients' options are chosen.Click Ok to continue. IRIS will present the 'Report Output' screen.