Complete list of tags

Common - Main Address

Address line 1
Address line 2
Address line 3
Town
County
Postcode
DX Exchange
DX Number
Main phone number
Main fax
Main email
Is a service address
Address as simple 6 lines - 1st line
Address as simple 6 lines - 2nd line
Address as simple 6 lines - 3rd line
Address as simple 6 lines - 4th line
Address as simple 6 lines - 5th line
Address as simple 6 lines - 6th line
Address as single field with commas, no country
Address as single field with commas, and country

Common - Billing address

Address line 1
Address line 2
Address line 3
Town
County
Postcode
DX Exchange
DX Number
Main phone number
Main fax
Main email
Is a service address
Address as simple 6 lines - 1st line
Address as simple 6 lines - 2nd line
Address as simple 6 lines - 3rd line
Address as simple 6 lines - 4th line
Address as simple 6 lines - 5th line
Address as simple 6 lines - 6th line
Address as single field with commas, no country
Address as single field with commas, and country

Common - Registered office

Address line 1
Address line 2
Address line 3
Town
County
Postcode
DX Exchange
DX Number
Main phone number
Main fax
Main email
Is a service address
Address as simple 6 lines - 1st line
Address as simple 6 lines - 2nd line
Address as simple 6 lines - 3rd line
Address as simple 6 lines - 4th line
Address as simple 6 lines - 5th line
Address as simple 6 lines - 6th line
Address as single field with commas, no country
Address as single field with commas, and country

Common

IRIS identifier of client's manager
Common | Manager of client - used in all letters
First names
Surname
Initials
Name
Identifier within IRIS
Identifer of department
Common - used in all letters
IRIS identifier of responsible partner
Common | Partner responsible for client - used in all letters
First names
Surname
Initials
Name
Identifier within IRIS
Identifier of department
Is a business
Is a client
Is confidential
Is a person
Is a trust
Use in Time and Fees

Common – Categories

Category 1 identifier
Category 2 identifier
Categroy 3 identifier
Categroy 4 identifier
Category 5 identifier
Category 6 identifier

Common - Tax information

Accounts Office Ref - the client's accounts office reference number
Tax reference - the client's tax reference number (UTR)

Common Tax information | Tax district office details

Tax district Name - the tax district name that the client is registered with
Tax district reference - description of the tax district the client is registered with
Tax district (number) - the tax district number that the client is registered with
Tax district (suffix)

Common | Tax information | Tax district office details Address

Address line 1 - Tax address line 1 of the Client’s Tax District.
Address line 2 - Tax address line 2 of the Client’s Tax District.
Address line 3 - Tax address line 3 of the Client’s Tax District.
Town - Tax address Town of the Client’s Tax District.
County - Tax address County of the Client’s Tax District.
Potcode - Tax address Postcode of the Client’s Tax District.
DX Exchange
DX Number
Main phone number
Main fax
Main email
Is a service address
Address as simple 6 lines - 1st line
Address as simple 6 lines - 2nd line
Address as simple 6 lines - 3rd line
Address as simple 6 lines - 4th line
Address as simple 6 lines - 5th line
Address as simple 6 lines - 6th line
Address as single field with commas, no country
Address as single field with commas, and country

Common - Tax information | Tax year Info

Current tax year (yyyy) - the current tax year in the format YYYY, for example 2016
Next tax year (yyyy) - the next tax year, for example 2017
Current tax year (yyyy-yy) - current tax year but in the format, YYYY-YY, for example 2016-17
Next tax year (yyyy-yy) - next tax year with the format, 2016-17
Date Checklist to client - this will display the date the Checklist was sent to the Client.
Date tax return to client - this will display the date the Tax Return was sent to the Client.

Common – Agent

Agent name - the Agent Name as entered in System Options.

Common - Agent | Address

Address line 1 - the Agent Address Line 1 as entered in System Options.

Address line 2 - the Agent Address Line 2 as entered in System Options.

Address line 3 - the Agent Address Line 3 as entered in System Options. If there is no entry for this it will not display in the letter.

Town - the Agent Town as entered in System Options.

County - the Agent County as entered in System Options.
Postcode - the Agent Postcode as entered in System Options.
DX Exchange
DX Number
Main phone number
The Agent Telephone as entered in System Options.
Main fax
Main email
Is a service address
Address as simple 6 lines - 1st line
Address as simple 6 lines - 2nd line
Address as simple 6 lines - 3rd line
Address as simple 6 lines - 4th line
Address as simple 6 lines - 5th line
Address as simple 6 lines - 6th line
Address as single field with commas, no country
Address as single field with commas, and country
Individual - Used in individual letters
Title (Mr/Mrs etc)
First name(s)
Initials
Surname
Honours
Formal name
Formal salutation
Information salutation
Date of birth
Date of birth (with adjustment 1)
Date of birth (with adjustment 2)
Date of death
Date of death (with adjustment 1)
Date of death (with adjustment 2)
Is female
Is male
National insurance number
Nationality

Individual | Tax information | Current year - Used in personal tax letters

On Account Gross - original amount of the first payment on account due for the current tax year. Unlike the CYrOAC this figure is the original amount due and therefore does not take into account any claims made to reduce payments on account or other adjustments.
OAC - amount of the first payment on account due for the current tax year.For example if current tax year is 2003, CYrOAC will reflect the payments on account due 31 Jan 2003.

Note: This figure does not take into account any payments actually made.

OACPaid - this is the amount the client has paid toward their first payment on account.For example the amount matched to the first payment on account in the client account.

On Account 2 Gross - original amount of the second payment on account due for the current tax year. Unlike the CyrOAC2 this figure is the original amount due and therefore does not take into account any claims made to reduce payments on account or other adjustments.

OAC2 - amount of the second payment on account due for the current tax year.

For example if current tax year is 2002, CYrOAC will reflect the payments on account due 31 July 2002.

Note: This figure does not take into account any payments actually made.

OAC2Paid - this is the amount the client has paid toward their second payment on account. For example, the amount matched to the first payment on account in the client account.

Balance liability Gross - this is the final liability less the gross amount of the 2 payments due on account.

This does not take into account the Revenue adjustments.

This is the payment due on the 31st January (tax year + 1).

For example; for the tax year April 2002, this is due January 31st 2003.

Balance liability - amount of the balancing payment due for the current tax year.

For example if the current tax year is 2002, CyrBalLiab will reflect the balancing payment due on 31 Jan 2003.

If a repayment is due this figure will be negative.

This is a much more useful figure than the one above as it includes the Revenue adjustments.

Balance Liability Paid - this is the amount the taxpayer has paid in respect of the balancing liability. t is the figure matched to the balancing entry in the client account.

Balance repay - this is the same as CYrBalLiab, but the opposite sign. Therefore a repayment appears positive, a liability negative.

Final liability Gross - this is the overall liability for the tax year excluding the Revenue adjustments.

Final liability - this is the same as above but includes the Revenue adjustments.

Total Paid - this represents the total amount paid by the taxpayer in respect of all the instalments. This ould be the same as adding CYrOACPaid + CYrOAC2Paid + CyrBalLiabPaid

Is Balance Liability - this is a conditional Tag that will give response 0 if the client does not have a balancing liability and response 1 if the client does have a balancing liability.

Is Balance Repay - this is a conditional Tag that will give response 0 if the client does not have a balancing repayment and response 1 if the client does have a balancing repayment. his Tag will only work for personal clients and not for businesses.

Is OAC - this is a conditional Tag that will give response 0 if the client does not have a Current Year on Account Payment and response 1 if the client does have a Current Year on Account Payment. This Tag will only work for Personal Clients and not for Businesses.

Is Final Liability - this is a conditional Tag that will give response 0 if the client does not have an overall liability for the tax year and response 1 if the client does have an overall liability for the tax year. This Tag will only work for personal clients and not for businesses.
Reason SA303 Type - pre-set reasons for SA303 claim (claim to reduce payments on account).

The values are:

No reason entered

Taxable business profits are less next tax year
Tax allowances and reliefs are more next tax year
Tax deducted at source is more next tax year
Other reason (see above).

Reason SA303 User Desc - Freeform text as entered under "claim to reduce payments OAC" screen in Personal Tax.

Individual | Tax information | Current year | Employment benefits - Used in personal tax letters

Entertainment - amount of Entertainment Benefit received from an employer.

Travel - amount of Travel Benefit received from an employer.

Telephone - amount of Telephone Benefit received from an employer.

Other - amount of Other Benefit received from an employer.

Individual | Tax information | Next year - Used in personal tax letters

On Account Gross - as per CYrOACGross, but for the next tax year.

OAC - as per CYrOAC, but for the next tax year

Is OAC - this is a conditional Tag that will give response 0 if the client does not have a Next Year on Account Payment and response 1 if the client does have a Next Year on Account Payment. This Tag will only work for Personal Clients and not for Businesses.

OACPaid - as per CYrOACPaid but for the next tax year.

On Account 2 Gross - as per CYrOAC2Gross but for the next tax year.

OAC2 - as per CYrOAC2 but for the next tax year

OAC2Paid - as per CYrOAC2Paid but for the next tax year.

Business - Used in business letters

Full Business name

Business | Main contact

Title (Mr/Mrs etc)
First names
Initials
Surname
Formal salutation
Informal salutation

Business | Billing contact

Title (Mr/Mrs etc)
First names
Initials
Surname
Formal salutation
Informal salutation
Business
Full business name as three lines (line 1)
Full business name as three lines (line 2)
Full business name as three lines (line 3)
Business description
Trading name
Trading name as three lines (line 1)
Trading name as three lines (line 2)
Trading name as three lines (line 3)
Date trade begun
Date trade begun (with adjustment 1)
Date trade begun (with adjustment 2)
Date trade ended
Date trade ended (with adjustment 1)
Date trade ended (with adjustment 2)
Company registered number
Limited by guarantee
No share capital
Registered in
Registered in with “in” precceeding it, or blank
Type of business - this is a conditional Tag that will give response 1 for a Limited Company, response 2 for a Partnership, response 3 for a Sole Trade, response 4 for an Other business, response 5 for a Group and response 6 for a Trust.
Unlimited Company
Is a close company
Is a Plc
Make quarterly payments
Date incorporated
Date incorporated (with adjustment 1)
Date incorporated (with adjustment 2)
Principle SIC code of business
First secondary SIC code of business
Second secondary code of business
Third secondary code of business
VAT registration number

Business | Tax information - Used in business letters

PAYE district

Business | Tax information | PAYE Tax district office details - Used in business letters

Tax district reference
Tax district (number)
Tax district (suffix)

Business | Tax information | PAYE Tax district office details | Address - Used in business letters

Address line 1
Address line 2
Address line 3
Town
County
Postcode
DX Exchange
DX Number
Main phone number
Main fax
Main email
Is a service address
Address as simple 6 lines - 1st line
Address as simple 6 lines - 2nd line
Address as simple 6 lines - 3rd line
Address as simple 6 lines - 4th line
Address as simple 6 lines - 5th line
Address as simple 6 lines - 6th line
Address as single field with commas, no country
Address as single field with commas, and country

Business | Tax information

PAYE reference

Client accounts info - Used in accounts letters

Client accounts info | Accounting period
Date accounting period ends on - Account Period End of the Business. This will display the latest period end from the IRIS Accounts Production module.
Date accounting period ends on (with djustment 1)
Date accounting period ends on (with adjustment 2)
Type (true period or for reporting only)

Statement

Statement Items Count
Start balance
Start Balance Outstanding
End Balance
End Balance Outstanding
Type
Brought Forward balance
Balance Today
Aging Type
Aging Cutoff 1
Aging Cutoff 2
Aging Cutoff 3
Aging Result 1
Aging Result 2
Aging Result 3
Aging Result Plus
Debt Age
Date

Statement – Statement Items

Ref
XRef
Narrative
Debit (0.00 values not displayed) - the value zero is passed as null to word during mail merging for a debit item
Credit (0.00 values not displayed) - the value zero is passed as null during mail merging for a credit statement item
Debit (0.00 values displayed) - the value zero is passed as zero and not null during mail merging for a debit statement item
Credit (0.00 values displayed) - the value zero is passed as zero and not null during mail merging for a credit statement item
Outstanding
Total
Type

Bank - Used in bank letters

Name - this is the Name of the bank that the client is linked to in the Bank Account Maintenance screens.
Bank Address
Address line 1 - this is the first Address line of the bank that the client is linked to in the Bank Account Maintenance screens.
Address line 2 - this is the second Address line of the bank that the client is linked to in the Bank Account Maintenance screens. If the field is blank it will not display in the letter
Address line 3 - this is the third Address line of the bank that the client is linked to in the Bank Account Maintenance screens. If the field is blank it will not display in the letter
Town - this is the Town of the bank is that the client is linked to in the Bank Account Maintenance screens.
County - this is the County of the bank that the client is linked to in the Bank Account Maintenance screens.
Postcode - this is the postcode of the bank that the client is linked to in the Bank Account Maintenance screens.
Country - this is the Country of the bank that the client is linked to in the Bank Account Maintenance screens.
DX Exchange
DX Number
Main phone number
Main Fax
Main email
Is a service address
Address as simple 6 lines - 1st line
Address as simple 6 lines - 2nd line
Address as simple 6 lines - 3rd line
Address as simple 6 lines - 4th line
Address as simple 6 lines - 5th line
Address as simple 6 lines - 6th line
Address as single field with commas, no country
Address as single field with commas, and country
Bank - used in bank letters
Sort code - this is the sort code of the bank that the client is linked to in the Bank Account Maintenance screens.
Bank type - this is a conditional Tag that will give response 0 for a Bank and response 1 for a Building Society.