Front page details section (SA100)

This section is used to record the information that appears on the front page of 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.

    3. 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.

  1. On the Miscellaneous tab, under Miscellaneous, select Front page details.

  2. Complete as follows, then select Save changes.

  • Employer reference for front page (NNN/XXXXXXXX) – enter the employer reference that appears on the front of the form. This information only appears on the paper form and is not included when submitting online.

  • R40 reference – wWhen producing a Form R40 for a client who does not have a UTR, this field can be used to enter the reference to be used on the front page of the form.

  • Date of Issue – enter the date of issue of the tax return. This information only appears on the paper form and is not included when submitting online.

  • Address – select the client address that to appear on the front of the form.

  • Date changed address – enter the date that the address changed.

  • Omit client’s phone number from tax return – select to prevent the client’s phone number being included on the front page of the tax return.

  • Tax Office – select the tax office from the list, or enter the name and address. This information only appears on the paper form and is not included when submitting online.