The tax return process

IRIS Elements Tax and IRIS Elements Tax and Accounts supports tax returns for:

Prerequisites

Before starting to create any tax returns, you must:

  • 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.
  • Set up a connection with HMRC — This connects your IRIS Elements account with your HMRC account, giving permission for data to be exchanged.

You're now ready to start the tax return process. You can check the tax status at any time.

The process

Create and complete the tax returns:

Once you've completed all the required sections:

If able to, warnings can be 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 for digital submission, and also prevents any further data from being added

You must get 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 given, mark the return as approved and prepare to submit 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 validates the return and either accepts or rejects it.

If you are trialling IRIS Elements Tax, you cannot submit tax returns until you have a full subscription. Go to the Marketplace to chose the appropriate subscription for your practice.

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

If you are trialling IRIS Elements Tax, you cannot submit tax returns until you have a full subscription. Go to the Marketplace to chose the appropriate subscription for your practice.