Open an existing tax return
- From the Clients menu, select Clients list then find and open the required client.If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
- From the Self assessment returns widget on the client dashboard, select the required return.
Did you know?
You can access a list of self-assessment tax returns from the Home dashboard. Selecting the status of tax return opens the tax return itself.