Client relationships

Relationships link together Individuals, Businesses, and Trusts in IRIS Elements.

You need to add relationships for sole trade and partnership clients to submit tax returns and accounts. Find out how to add a relationship.

This process of record-linking through relationships helps you keep track of your linked client records. For example, one Individual client may be:

  • the Director of one business

  • a Partner of another business

  • the Beneficiary of a trust

  • and the Spouse of another client

A list of relationships

Relationships are accessed and added in the Relationships tab on a client record.