Download accounts in iXBRL format

Once your accounts have been produced and signed, you can download a copy in iXBRL format to attach to a tax return.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. From the Accounts production widget on the Dashboard, select the required accounting period. Ideally, select the latest / newest period.

   If a relevant account period does not exist, you must create and set up one first.

4. Select the Submission tab.

   The latest version of the approved is shown in the preview.

5. To download a copy of the report, from the HMRC tile, select either iXBRL or PDF as the required format.

   The report is saved to your local Downloads folder.