Delete client relationships

There are two ways to remove an active relationship from a client record, depending on what information you want to keep:

• Remove the relationship from both client records, but keep a record of the relationship.
• Delete the relationship from both client records completely. For this reason, it's best to only delete relationships if you:
  • Added the relationship by mistake and want to remove it.
  • Don't need to keep a record of the relationship.

  Data about that specific relationship is removed from the relevant client records. Documents such as tax returns and produced accounts remain associated to the relevant client record.

If you are an IRIS Elements Company Secretarial subscriber and you are ending the relationship of a director to a business, this also triggers a TM01 form.

If you are an IRIS Elements Tax subscriber and you are removing a partner from a relationship, any in-progress SA800s and SA100s are unlinked. Those already submitted are unaffected.

Remove but keep a record of the relationship

Adding an end date (Effective to) to a relationship record "ends" the relationship on that date, but a record is kept of the relationship having existed.

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. Open the relevant client record.
4. Go to the Relationships tab.
5. From the vertical 3 dots menu of the relevant record, select Edit relationship.
6. Enter an Effective to date.
7. Select Save & return.

When the Effective to date occurs, the relationship is removed from the Relationships list of both clients. To view the record, select the Show past relationships toggle.

Delete the relationship

To completely delete the relationship from IRIS Elements:

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. Go to the Relationships tab.
4. From the vertical 3 dots menu of the relevant record, select Delete relationship.
5. Select Delete.