Step 1 - Create your IRIS Elements trial account
Select Act Now in your migration notification in Taxfiler to sign up to your IRIS Elements trial account.
It's best to sign up to the IRIS Support Community as soon as you sign up to your trial account so you can log support tickets if you need to.
The person signing up for the trial will be the IRIS Elements Admin user, responsible for the maintenance of the account and billing. The migration needs to be carried out in the Admin user's account.
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Before you start, please read Before migrating your Taxfiler by IRIS data.
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Go to the sign up page and enter your Email address, First name and Last name.
Your email address must be unique to IRIS Elements. If you've previously signed up for a trial, you'll need to use an alternative email address.
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If you're happy to be contacted about new features, select the check box. Read and agree to the terms of use, then select Next.
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Enter your Business name and select the Business size from the list.
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Enter your Business telephone number.
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Enter the postcode then select Find address. Select the required address. If the address can't be found, or if you prefer, select Enter address manually.
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Select Next to create your IRIS Elements account. You'll receive a verification of account email to the email address just entered. Select Resend link if it doesn't arrive and also check your spam folder.
Next step: Step 2 - Activate your IRIS Elements account