Create a mapping between IRIS Elements Accounts Production and IRIS Elements Tax

Product subscription required: IRIS Elements Tax Enterprise

You can customise the mapping between account and subaccount codes in IRIS Elements Accounts Production and the data input fields for tax returns in IRIS Elements Tax. You can only do this for:

• Limited companies
• Limited Liability Partnerships (LLPs)
• Partnerships
• Sole trades
• A specific client

For partnerships, any customised mappings can be brought forward into future tax returns. This must be selected for each subsequent tax year.

For all other business types, you must specify a date the mappings apply from — all tax returns created after this date and where the data has been synchronised with IRIS Elements Accounts Production will have this mapping applied. You can add additional period dates that use different mappings.

1. Select the Admin settings cog icon.

   

2. Select the Accounts production and Tax integration tile.
3. Choose whether the mappings are for:
   All clients

   1. Select the relevant Business type.
   2. Select the relevant Chart Type.
   3. If no accounting periods exist for that business and chart type combination for any of the clients, select Create period date and enter the accounting period start date.

      This date informs IRIS Elements Tax that tax returns created for this and subsequent accounting periods will use this mapping.

   4. If no accounting periods exist for that business and chart type combination for any of the clients, select the relevant Tax year.

      This year informs IRIS Elements Tax that tax returns created for this and subsequent tax periods will use this mapping.

   Specific client

   1. Select Search name.
   2. Find and Select the client this mapping applies to.
   3. Chart and Sub type are determined by the client selected.
   4. Choose the relevant accounting period this mapping will Apply for account periods starting on and after, or select Add/edit a period date and enter the accounting period start date for this mapping.
4. Tax return data fields are listed under <business-type> data entry, with IRIS Elements Accounts Production accounting codes under Account codes.

   Select a data field to view the currently mapped account codes, if any.

5. To delete an account code, select the entry's vertical ellipses, then select Delete.
6. To create a new mapping, select Add account code.
   1. Either use the Search area or expand the tree to locate the required account code.
7. When the mapping is complete, select Bring forward.
8. Choose whether to Continue without bringing forward the new mapping into the chosen and subsequent tax years or Confirm bring forward.

If you make a mistake, you can reset your mappings — use Revert to default.