Complete tax advisor details section (SA100)

You can record the tax adviser details that will appear on page TR 7 of the SA100 individual 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. Open the relevant client record.
4. On the Personal tax returns widget on the client dashboard, select the required return. The Status tab is shown by default.
5. Select the Data input tab, then select Add new section.

   Any previously added sections are crossed through. Once added, the section can be edited by selecting its name.

6. On Choose a section to add, select the Miscellaneous tab.

7. Under Other information, select Tax adviser and signatory details.

   

8. Complete the Tax adviser and Signatory details, then select Save changes.