Send individual questionnaires

Using questionnaires to gather information for tax returns is only supported for self assessment (personal) tax returns.

To fill in a self-assessment (personal) tax return for an individual client, you can send them a questionnaire of the money processed to fill in and return.

Download a sample questionnaire.

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 Self assessment returns widget on the client dashboard, select the required return. The Status tab is shown by default.
4. Select the Data Input tab.
5. Select Questionnaire. A blank questionnaire is displayed.
6. Select Download. A blank copy is saved to your local Downloads folder in your device ready to send out.

   Where a tax return has been completed for a prior year, relevant information sections are populated when it is generated.

Did you know?
You can use the client portal to send the documents direct to your customer for their action.