Manually attach accounts to a tax return

If you subscribe to IRIS Elements Accounts Production (any level), you can download a copy of the accounts in iXBRL format, then attach them to the tax return.

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.

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. From the Corporate tax returns widget on the client dashboard, select the required return.
4. Select the Data Input tab, then select Attach accounts.
5. Choose the required file, then select Upload.

   You can edit the period start and end dates and name of the file if required.

If changes are made to the accounts after they have been attached, you can re-attach the adjusted accounts to the return.

Did you know?
You can also automatically attach your accounts to the tax return before submission.