Menu

The IRIS Taxfiler by IRIS menu at the top of the screen allows access to different areas of the site:

• HOME – returns to the HOME page which is the first page you will see after login.

• JOBS – shows a list of all jobs when Practice Management is enabled.

• RETURNS – shows a list of all Tax Returns that have been created in the system.

• ACCOUNTS – shows a list of all sets of accounts that have been created in the system.

• VAT – shows a list of clients where a VAT number has been entered in the details page.

• CLIENTS – allows viewing and creating of clients.

• DIARY – a facility for tracking client deadlines.

• Help icon – gives quick access to support files.

• Spanner icon – TOOLS access to any Taxfiler by IRIS tools available under your subscription.

• COG icon - SETTINGS allows you to edit your Taxfiler by IRIS settings.

• Network icon - CONNECTIONS allows connections to third parties.

Above the menu at the top right of the page your email address is shown, along with a link which allows you to logout of Taxfiler by IRIS.