Connect to external accounts such as HMRC

Currently you can connect IRIS Elements to your HMRC, IRIS KashFlow or FreeAgent account so that data from these accounts can be accessed.

1. From the cog icon at the top of the screen, select Settings.

2. From the Settings page, select Connections.

   

Connect to HMRC VAT / MTD

You must register a connection from IRIS Elements to HMRC to enable data to be passed to and from HMRC. This only needs to be done once.

1. The HMRC VAT/MTD tab is selected by default. Either select Authorise Full Access or Authorise for VAT only.

2. From the HMRC website, select Continue, then Sign in to Government Gateway and enter your Government Gateway credentials.

3. Select Give permission.

   Permission is granted for 18 months at a time so this process will need to be repeated at the end of this period. You can disable access at any point in the future by selecting Disable access to HMRC data.

   The connection is made and you'll return to the Connections for user page. It's also a good idea to set up your online filing passwords (Government Gateway credentials) so that you don't need to log in each time you submit a tax return.

Connect to IRIS KashFlow Connect

1. Select the KashFlow Connect tab, then select Link to Kashflow Connect.

2. Enter your IRIS KashFlow Connect Email and Password then select Connect.

You can now import data direct from your IRIS KashFlow Connect account.

Connect to FreeAgent

Connecting to FreeAgent enables you to import trial balance data from clients listed on your FreeAgent dashboard.

1. Select the FreeAgent tab, then select Connect to FreeAgent.

2. Enter your FreeAgent login details and select Approve app.