Record tax information

The Tax information section of the Information tab records tax details for the client. The details that can be recorded depend on the type of client.

  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 Tax information tab.
  4. Select Add tax information.
  5. Complete the required fields and any other data you require.

    To file self-assessment tax returns, you must also record:

    • Tax reference (UTR) — The Unique Taxpayer Reference number is provided by HMRC and consists of 10 or 13 digits. If the client has a 13 digit number, enter the last 10 digits only.
    • NI number — National Insurance number.

    All other fields are optional.

    To file corporate or partnership tax returns, you must also record:

    • Tax reference (UTR) — The Unique Taxpayer Reference number is provided by HMRC and consists of 10 or 13 digits. If the client has a 13 digit number, enter the last 10 digits only.
    • VAT registration number — This is required if the client is VAT registered. You will also need:
      • Quarterly corporation tax payments (if applicable).
      • Registered for VAT.

    All other fields are optional.

    To file corporate or partnership tax returns, you must also record:

    • Tax reference (UTR) — The Unique Taxpayer Reference number is provided by HMRC and consists of 10 or 13 digits. If the client has a 13 digit number, enter the last 10 digits only.
    • Accounts office reference.
    • VAT registration number — This is required if the client is VAT registered. You will also need:
      • Registered for VAT.

      All other fields are optional.

  6. Select Save.