Repayment details section (SA100)

This section is used to enter details of the client or nominee bank account that you wish to use for repayments of overpaid tax.

Refer to the HMRC Tax return for Self Assessment guidance if needed (opens in a new tab).

  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 Choose a section to add, select the Miscellaneous tab.

  2. Under Other information, select Repayment details.

    If the section is crossed through, it has already been added to the tax return. To adjust it the existing values, close the window and select the section on the Data Input tab.

  1. Select who the payment should be made to as described in the following sections, then select Save changes.

Bank details and nominee

If you haven't already, you can record the client's bank details or the practice bank details which are then used to automatically populate the bank details here.

Select who the payment will be made to then complete as follows:

Any bank accounts recorded for this client are available to choose from Select bank account. You can also add new bank details.

The bank details are automatically populated.

  1. Select tax advisor from the list. The list is populated from the practices that have been set up on the system. You can also add a new practice.

  2. Any bank accounts recorded for the chosen practice are available to choose from Select bank account. You can also add new bank details.

  3. The bank details are automatically populated. Change the Address if required and enter the Nominee reference if required.

  1. Complete the Account name, Sort code, Name of bank, Building society reference (if applicable) together with the nominee's Name.

  2. Select the pencil icon in Address to select the required address or create a new one.