Download accounts in iXBRL format

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

  1. From the Clients menu, select Clients list then find and open the required client.If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
  2. 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.

  1. Select the Submission tab. The latest version of the approved is shown in the preview.

  2. Under HMRC, select either iXBRL or PDF to download a copy of the report in the required format.