If you subscribe to IRIS Elements Accounts Production (any level), refer to Send accounts for client approval.
Once you have entered all the required accounts data, check for any errors or warnings before sending them to your client for approval
Where possible, a Fix button is displayed so that you can drill-down to the area with the issue.
All errors will need to be resolved before continuing. Some warnings may be ignored if you are sure they are not applicable in these accounts.
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Go to Clients > Client list and find the required client.
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On the Accounts widget on the client dashboard, select the required accounts.
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Select the Check & File tab. Any errors and warnings are displayed at the top of the tab.
Deal with errors
Any errors are displayed at the top of the tab. These could be due to imbalances in the accounts, mismatches on balances carried forward between comparative and current years, etc. All must be resolved before continuing.
Deal with warnings
Warnings are displayed at the top of the tab. These could be due to missing notes or disclosures, etc. Select View warnings to see a full list and fix where possible
Select Fix next to each warning to drill-down to the area with the issue.
Some warnings can be ignored if you are sure they are not applicable in these accounts - select Ignore Warnings and Continue.
Submit accounts to HMRC and Companies House
If the accounts have been approved, they can be submitted to Companies House or HMRC