The tax return process

Before starting to create any tax returns, you will need to:

Set up a connection with HMRC - this connects your IRIS Elements account with your HMRC account giving permission for data to be exchanged.

Set up online filing passwords - you can enter and store your agent HMRC login credentials so that you don't have to enter them each time you submit a return.

You're now ready to start the tax return process:

You can create a new tax return for each type of client as follows:

Create a new individual tax return (SA100)

Create a new company tax return (CT600)

Create a new trust tax return (SA900)

Create a new partnership tax return (SA800)

Once the return has been created, you're ready to start completing the return. This is achieved by adding sections to the return then completing the applicable details:

Complete the SA100 individual tax form

Complete the Company Tax Return form (CT600)

Complete the trust tax form (SA900)

Complete the SA800 partnership tax form

For individual clients, you can send a tax return questionnaire to help obtain the details required for the return.

You can view the tax return at any time, then check the tax status and tax calculation.

View an existing individual tax return (SA100)

View an existing corporation tax return (CT600)

View an existing trust tax return (SA900)

View an existing partnership tax return (SA800)

Once you've completed all the required sections and are happy with the tax calculation, you can review the tax return to check for any errors.

Warnings can be optionally corrected, but errors must be cleared before the return can be submitted.

Preparing a tax return for filing makes the return ready for client approval, generates an IRmark and also prevents any further data from being added.

Prepare a tax return for filing

You need to obtain approval from your client before submitting the return to HMRC. You can download and send a variety of documents to your client.

Once approval has been obtained, you can mark the return as approved and proceed to submitting the return.

Once approval has been received, you're ready to submit the return to HMRC.

The submission process sends the return, along with any attachments, to HMRC via the Government Gateway. HMRC will then validate the return and either accept it or reject it.

Submit a return to HMRC

There may be occasions when you need to make amendments to a return that has already been submitted. If this is required, you'll need to cancel the submitted return, then amend and resubmit. The method varies slightly depending on the return type.

Amend and resubmit a tax return (SA100)

Amend and resubmit a tax return (CT600)

Amend and resubmit a tax return (SA900)

Amend and resubmit a tax return (SA800)