Attach iXBRL or PDF accounts to tax returns

You can attach iXBRL or PDF accounts files to the CT600 tax return.

When attaching accounts from an external product, you must manually enter the CT600 figures into the tax return via the Data Input screens.

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 and select the client you need.

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. Open the relevant client record.
4. From the Corporate tax returns widget on the client dashboard, select the required return.
5. Go to the Data Input tab.
6. Select Attach accounts.
7. Choose the required file, then select Upload.
8. If required, you can edit the period start and end dates (if not attaching accounts generated in IRIS Elements Accounts Production) and name of the file.