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This page simply details the overall dividend income for the selected client and year.
This page will display all interest income associated with a client and the submission status to HMRC.
Each row will also flag if the account has not been matched with an account already held by HMRC.
This text will appear on any bank accounts that HMRC have no matched to their own records. Select the hyperlink to manually match HMRCs records with the clients.
The matching screen will enable you to easily match your data in IRIS against data held by HMRC.
Why am I seeing this screen?
HMRC holds data for clients as part of Making Tax Digital (MTD). However, in some instances, HMRC's information may not be up to date and will require the user to inform them of changes.
In these instances, the user will be required to do one of the following:
How do I match accounts?
This screen contains a table with two columns:
A user can select the drop-down on the HMRC accounts column to match up the HMRC account with their IRIS account.
Clicking Confirm will confirm the matching of this data with HMRC.
There may be a scenario where HMRC has no record of a matching account, or any accounts. In this scenario, the user needs to select Add new from the drop-down. A series of fields will display, that will need to be filled in for HMRC’s database.
This page will detail all gift aid information relating to the selected client.
This is broken down into the following:
Gift Payment
Gifts
Reset Status - this option is enabled when the user highlights a gift aid status of Submitted and using it will change the status back to Awaiting Action.
Print - will bring up a standard print report option screen to create a report detailing all gift aid.
Back - will take the user back to the End of Year Submission page.