How to display Tax Refund in a cover letter

Introduction

To display the tax refund in a tax return cover an IF statement needs inserting into the template.

Please read KB IAS-6677 for further information on IF statements.

 

To insert Tax refund into the tax return cover:

  1. From the IRIS Main Menu, click IRIS AutoMail.

  2. The IRIS AutoMail - Letter Request Browser displays. Click Templates.

  3. The IRIS AutoMail - Letter Template Maintenance screen displays. Highlight the folder to which you would like to save the template into.

  4. Click New Template.

  5. The New Template screen displays. Enter a description, (for example, Tax Return Cover).

  6. Click the magnifying glass next to the Based On field.

  7. Click IRIS Word Base Templates no header & footer. Highlight the Tax Return Cover template and click Select.

  8. The New Template screen displays. Click OK to view the template. The Word Template displays allowing you to edit the details.

  9. Toggle on the Field codes (press ALT + F9).

Please refer to KB IAS-11939 for information on How to turn on field codes in MS Word.

  1. Minimise Word. The Tag Selection screen displays.

  2. Open the folder 'The Particular Client | Individual |Tax Information | Current Year'.

  3. Select Balance Repay AND Is Balance Repay.

  4. Maximize Word.

  5. Left-click on the document where you would like to enter the repayment figure.

From this point onwards, the instructions vary depending on your version of Microsoft Word. To check your version of Microsoft Word, click Help | About when in a Word document.

 

For versions of MS Word 2007 or later:

  1. Click the Mailings tab | In the Write & Insert Fields section. Click on the Rules down arrow.

  2. Select "IF...Then...Else..."

  3. The Insert Word Field : IF screen displays. In the field name, select LMCLISCYrBalRepay

  4. In the Comparison field, select Equal to.

  5. In the Compare to field enter 1.

  6. In the Insert this text field, enter the word "the computation shows that you have a tax repayment of A due for payment on B" (A, B are dummy values and will be substituted with a merge field at a later stage).

  7. In the Otherwise insert this text field , do not enter anything.

  8. Click OK.

This then enters the IF statement in the template, which will be displayed as:

{IF {MERGEFIELD LMCLISCYrBalLiab }= 1 "the computation shows that you have a Tax refund of A due for payment on B" ""}

  1. To substitute A, place the cursor before the A in the above statement, and press Delete.

  2. Leaving the cursor where it is, click the Mailings tab | In the Write & Insert Fields section, click Insert Merge Field and select LMCLCYrBalRepay.

This will look like:

{IF {MERGEFIELD LMCLISCYrBalLiab }= 1 "the computation shows that you have a Tax refund of {MERGEFIELD LMCLCYrBalRepay} due for payment on B " ""}

  1. To substitute B, place the cursor before the B in the above statement, and press Delete.

  2. Leaving the cursor where it is, click the Mailings tab | In the Write & Insert Fields section, click Insert Merge Field and select LMCLCTaxYr.

This will look like:

{IF {MERGEFIELD LMCLISCYrBalLiab }= 1 "the computation shows that you have a Tax refund of {MERGEFIELD LMCLCYrBalRepay} due for payment on {MERGEFIELD LMCLNTaxYr}" ""}

Once this is done, the paragraph in your template will like this:

{IF {MERGEFIELD LMCLISCYrBalLiab }= 1 "MERGEFIELD "LMCLCTaxYr"} Tax Postition The computation shows that you have a tax liability of { = {MERGEFIELD " LMCLCYrBalLiab" } # "£#,##0.00;(£#,##0.00)"}due for payment on 31 Jan {MERGEFIELD "LMCLNTaxYr"}." ""} {IF {MERGEFIELD LMCLISCYrBalLiab }= 1 "the computation shows that you have a Tax refund of {MERGEFIELD LMCLCYrBalRepay} due for payment on {MERGEFIELD LMCLNTaxYr}" ""}

  1. Minimise Word and in the Tag selection screen, click Save.

 


Related topics

KB IAS-7078 : How do I setup my own custom AutoMail templates?

KB IAS-6864 : What Microsoft Word skills may I need to edit AutoMail templates?