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For further information please see the Tutorial, which walks through an example, or the Main help screen.
Each of the Jobs that are linked to the Standard System Job Types have their own default profile. This can be edited like a normal profile (see Editing Profile) and customised to the practices needs. To see the default profiles for the jobs then please click on the relevant job below.
For further details on Setting up the Default Profiles please click here.
Each jobs has automatic completions available, which are listed against each job below, and these can be linked to the stage required.
Standard System Job |
Automatic Completions |
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Personal Tax returns |
PT: Checklist Produced PT: Checklist Reminder PT: Figures Transferred from IRIS Business Tax PT: Final Tax Computation Produced PT: Interim Tax Return Produced PT: Interim Tax Computation Produced PT: Final paper Tax Return Produced PT: Approval Received from Client PT: Form R40 Produced PT: Form R40(CG) Produced PT: Form SA303 Produced PT: Internet Tax Return Prepared PT: Final Internet Return Transmitted PT: Final Internet Return Accepted |
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Corporation Tax returns |
BTC: Interim Tax Computation Produced BTC: Final Tax Computation Produced BTC: Interim Tax Return Produced BTC: Final Paper Tax Return Produced BTC: Approval Received from Client BTC: Final Internet Return Prepared BTC: Final Internet Return Transmitted BTC: Final Internet Return Accepted AP: Accounts Finalised AP: Draft Accounts Produced AP: Annual Posting Entry Created AP: Benchmarking Report Produced AP: Accounts iXBRL Finalised AP: iXBRL Copy of Accounts Created for HMRC AP: Consolidated Accounts Finalised AP: Consolidated Accounts iXBRL Finalised AP: iXBRL Copy of Consolidated Accounts Created For HMRC |
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Partnership Tax returns |
BTP: Interim Trade Profit (Loss) Computation Produced BTP: Final Trade Profit (Loss) Computation Produced BTP: Interim Tax Return Produced BTP: Final Paper Tax Return produced BTP: Approval Received from Client BTP: Figures Transferred to IRIS Personal Tax BTP: Final Internet Return Prepared BTP: Final Internet Return Transmitted BTP: Final Internet Return Accepted AP: Accounts Finalised AP: Draft Accounts Produced AP: Annual Posting Entry Created AP: Benchmarking Report Produced AP: Accounts iXBRL Finalised AP: iXBRL Copy of Accounts Created for HMRC |
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Sole Trade Tax |
BTS: Interim Trade Profit (Loss) Computation Produced BTS: Final Trade Profit (Loss) Computation Produced BTS: Figures Transferred to IRIS Personal Tax AP: Accounts Finalised AP: Draft Accounts Produced AP: Annual Posting Entry Created AP: Benchmarking Report Produced AP: Accounts iXBRL Finalised AP: iXBRL Copy of Accounts Created for HMRC |
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Trust Tax |
TT: Figures Refreshed from IRIS Business Tax TT: Final Paper Tax Return Produced TT: Approval Received from Client TT: Final Internet Return Prepared TT: Final Internet Return Transmitted TT: All R185 Forms Produced TT: Final Internet Return Accepted |
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Account Production |
AP: Accounts Finalised AP: Draft Accounts Produced AP: Annual Posting Entry Created AP: Benchmarking Report Produced AP: Accounts iXBRL Finalised AP: iXBRL Copy of Accounts Created for HMRC AP: Consolidated Accounts Finalised AP: Consolidated Accounts iXBRL Finalised AP: iXBRL Copy of Consolidated Accounts Created For HMRC |