Offices / Branch/ Department
This tab is accessed from the SETTINGS cog icon on the menu ribbon.
The list allows you to create offices, branches or departments to include in the tax adviser area of a Tax Return. You should create at least one office.
To create a new office / branch / department:
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Select the cog icon from the top menu.
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Select the Office / Branch / Department tab and select +Create New.
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Enter a name or code by which the office, branch or department will be referenced in Taxfiler by IRIS. For example, London Office. This field is mandatory.
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Enter the name of the tax adviser that you wish to appear on tax returns when the name is requested. This will usually be your firms name. This field is mandatory.
To edit a office / branch / department:
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Select the name of the item you wish to amend. Make any changes required.
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Select Save changes when you are finished editing.
Changing the office / branch / department details will affect all Tax Returns that link to the record, with the exception of returns that have been locked in preparation for filing.
This information populates drop-down selection screens in the following areas:
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For a company - in the ACCOUNTS section select the Details tab, Accountant information,
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For a SA100 return - from the Data Input tab within the tax return select 'Repayment details'. If you tick the box to act as a nominee for tax repayments, the fields will open with the drop-down selection.
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For a SA100 return - from the Data Input tab within the tax return select Tax adviser and signatory details and select from the drop-down list.