How to complete the Repayment Claim automatically on Returns

Introduction

The repayment claim section of the Tax Return can be completed automatically for all clients as follows:

1. Log on to IRIS Personal Tax as a MASTER user and select a Client.

2. From the Setup menu select Repayment Claim.

3. Indicate when the repayment claim section should be completed and where it should be sent within the following screen.

4. Click OK.
   
   
   
   The repayment section of the Tax Return will now be completed automatically for all clients in accordance with the options selected.

• If the repayment is to be sent to the client’s bank account, the details must be entered on a client by client basis within the Relief’s- Miscellaneous- Repayment Claim section.