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To make changes on this screen you will have to log in as MASTER
This option is used to enter the Name, address and telephone information relating to your practice. To view or change these settings select Setup, Practice Options (in Time and Fees select Options, System).
These details will be used on a client's financial statements, tax return etc unless an alternative accountant/auditor has been set at client level.
If the practice name is too long for the Name field click this button to enter an extended or full name.
Clicking this option displays a list of entities sharing the agent's address. For example if the agent's address has been used as the registered office address for some limited companies a list of those companies will be displayed.
Click Tax Options to enter in the agent’s e-filing details for Self Assessment and Corporation Tax Self Assessment and P11D.
Used to enter in the Companies House Identifiers which are used for e-filing within Company Secretarial and for Accounts Production e-filing.
Used to enter the IRIS OpenBooks accountants login details, the E-mail and Password of the accountants login to IRIS OpenBooks are required, these are used to verify access to the individual company data which is imported into Accounts Production.
Used to export client details and trial balances into MyWorkpapers. Clicking this option will also create clients in MyWorkpapers using the details entered in Accounts Production as well as the creation of new audit files in MyWorkpapers.