Bank account(s)
The list allows you to store details of bank accounts for receiving repayments from clients, as nominated on a client's tax return. You will only need to create a record if you wish HMRC to make tax repayments to you as the nominee.
To create a bank account:
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Select the Settings cog icon and select the Bank account(s) tab.
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Select Create New and fill in the details of the account.
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Enter a name or nickname by which the account will be known in Taxfiler by IRIS. The nickname that you enter for the account is used only for selecting the correct account within the tax return and is not shown on the tax return itself.
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Enter the name of the bank.
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Enter the name of the account.
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Enter the sort code in the standard format of three groups of 2 digits separated by dashes.
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Enter the 8 digit account number.
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Enter the reference for the account, if any.
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Select Save changes to return to the list.
To edit a bank account:
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From Settings select the Bank account(s) tab.
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Select the name of the account you wish to amend.
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Make any changes required.
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Select Save changes.
Changing the bank details will affect all tax returns that link to the record, with the exception of returns that have been locked in preparation for filing.