Edit a client
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Select CLIENTS and select the client from the list.
You can also access the client details from within a tax return:
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Select the Client / Case details tab then select Goto client, or from within the Accounts section by selecting the Details tab then select Goto client.
Details tab
The details tab allows editing of key client details such as the code, name, UTR or contact information. It is not possible to change the type of a client.
Partners
This tab is only applicable for a partnership client. It shows the partners for the partnership along with their dates of joining and leaving.
Select New partner to create a partner, or select an existing partner to edit the partner details.
Responsibilities
Use this tab to modify the responsibilities assigned to this client. Specify the office, branch or department which deals with the client’s affairs and the partner, manager and / or staff primarily responsible for the client. For larger firms this information can be used to filter lists of clients.
Where you are using the Practice Management module, this information will be used when creating jobs for the client.
Jobs
This tab lists the jobs that you have for the client. The default is to list the active jobs, there are filters on the tab to select completed jobs or closed jobs
Services
Where the Practice Management module has been enabled this tab will indicate the services you supply for the client; you can add or delete services.
Tax Returns
Lists the tax returns that have been started for this client, along with their current status.
To create a new tax return, select +New Tax Return. To access an existing Tax Return displayed in the list, select a field displayed in blue to open it.
Accounts
Lists the accounts that have been prepared for this client, along with their current status.
To create a new set of accounts, select +New set of accounts…. To open an existing set of accounts displayed in the list, select a field displayed in blue to open it.
Notes
Here you can add any notes specific to this client.
Select +New note, type in the relevant information and select Save. The time and date and user information are saved on the note. The note can be edited by selecting Edit.
IRIS OpenSpace
Depending on the package you have purchased and whether you have opted for an IRIS OpenSpace account this tab may or may not be available. This screen will show the documents that you have sent to the client for approval via IRIS OpenSpace portal.
Connections
The Connections tab gives you the option to link to external accounting software packages, currently links are available to KashFlow, Quickbooks online, Xero.
Select Connect and select the software package from the list. A window displays where you need to sign into the software and authorise Taxfiler by IRIS to access the accounts.
Archive / Delete
This tab will be available depending on the package you have purchased and if you have administrator privileges. It allows you to download an archive copy of the Taxfiler by IRIS client data which can be moved to a different database or stored for a future restore. Administrators can use this tab to delete a client.
Deleted clients are removed permanently and cannot be retrieved unless an archive has been downloaded.