Add tax information

The Information tab on the client record is used to record a variety of information relating to the client. The Tax information section 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. On the Information tab, in the Tax information section, complete the required details, then select Save.
  • Enter the 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.
  • Enter the client's NI number - this will be in the format of NN123456C.
  • Enter an Employee reference.
  • Enter an Accounts office reference.
  • Enter the 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.
  • Enter the PAYE reference - consists of a 3 digit tax office number, a forward slash followed by a tax office employer reference, e.g. 123/AB456. It can typically be found on letters from HMRC regarding PAYE.
  • Enter an Employee reference.
  • Enter an Accounts office reference.
  • If this client is VAT registered, it's essential that the VAT registration number is recorded. You will also need to select Quarterly corporation tax payments (if applicable) and Registered for VAT.
  • Enter the 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.
  • Enter an Accounts office reference.
  • If the trust is VAT registered, it's essential that the VAT registration number is recorded.