Clients

This page is accessed by selecting CLIENTS from the menu. The page shows a list of clients on file. Select the code displayed in blue to access the client details.

New clients can be added by selecting + Create New Client. There is also the option for certain products to Restore archived client.

Search clients

In the Search clients box, enter text to search on.

The search will scan the following fields for matching text:

• Client code (for example, ABC/1)

• Client name (for example, smith)

• UTR (for example, 12345678 or 55750)

The search is not case-sensitive. All matching clients will be displayed in the list.

Sorting

Select a column header to sort the list. Select again to reverse the direction of the sort.

Select the links for additional information on setting up clients and client types.

Client types

There are four types of client that can be created in Taxfiler by IRIS:

• Company (for filing CT600 returns)

• Individual (for filing SA100 SA Tax Return and Form R40)

• Partnership (for filing SA800 returns)

• Trust/Estate (for filing SA900 returns)