Send tax returns to IRIS OpenSpace

This feature is currently only available for customers who have migrated from Taxfiler by IRIS. We will be announcing the full IRIS OpenSpace integration launch soon!

You can send in progress or submitted tax returns to IRIS OpenSpace for client's own records.

The following assumes you have successfully created the connection between IRIS Elements and IRIS OpenSpace. If not, you are prompted to create the connection before the recipient is checked.

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. From the relevant tax widget on the client dashboard, open the required tax return.
4. Go to the Data Input tab.
5. Select Download Tax Pack.
6. Select the relevant options to include this tax document.

   The options available depend on the type of tax return you have opened.

7. Select Send To IRIS OpenSpace.

   All files sent to IRIS OpenSpace always go to the primary contact of this client record. If one is not found, you are prompted to create a primary contact first before attempting to resend the document.

An email notification is sent to the recipient confirming a new document is available to them. If the contact does not exist in IRIS OpenSpace, a registration email is automatically sent for them to create the account first. Both emails are sent from noreply@irisopenspace.co.uk — you must add this email address to your safe list. If the emails cannot be found, check the junk or spam folders.