How to set up an Employment within Personal Tax

Introduction

If the client received employment income or income as a director of a limited company and the employment supplementary pages are required, in order to enter the income the client has earned, the client’s employer must be set up within the IRIS database. The employer’s details can be entered as follows:

• Employers which are added to the data base via the Personal Tax module do not take up a license slot.

1. Log on to IRIS Personal Tax and select the client.

2. Click Employment and select Earnings/Foreign Earnings then click New.

3. If the client is an employee select the Employed tab, if they are a Director click the Directorship tab.

4. Click New then click the magnifying glass within this screen to access the client browser:

• If the client is a director this screen will state Directorship in place of Employment.

5. Click New within the client browser screen to set up a new employer.

6. Enter the employer details and give the business its own unique identifier.

7. Once the employer has been set up, select it from the client browser.

8. Enter the From and To dates as required then click OK.

The name of the employer will now appear when the employment section is accessed, to enter the income double-click on the employer name.