Record client bank details

Record your client's bank details to be automatically added to their tax returns should HMRC need to process tax refunds for them.

  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.

    3. 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 Information then Bank details tab.
  4. Select Add bank details.
  5. Complete the required information and any other data you require.

    If more than one bank account is recorded, make sure you set the Primary account for the correct account.

  6. Select Save.

Only the Description field can be edited once saved. It is recommended you review your entries before saving.