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Click the links below to jump to a particular section:
Step 1 - Entering the user ID and Password
Step 2 - Generating the Electronic Tax Return
Step 3 - Transmitting the Electronic Tax Return
Log onto IRIS Personal Tax as a MASTER user and select a client.
From the Setup menu select Practice Options.
Click Tax Options located to the right of the agents name and address
Complete the Tax Return Options
screen.
Agent reference - HMRC issues each agent with an ‘Agent Reference’ that must be entered when registering for the Online Service
User ID - The AIS trader identifier for the Internet service is a 12 character code (mostly letters) allocated by HMRC
Password - A combination of letters and numbers, between 8 and 12 characters in length, that is defined by the agent when registering for the Agent Internet Service via the Government gateway
Return email address – May be used for extra confirmation that the HMRC has accepted a tax return. This feature can also be controlled through the Government gateway so, if the email address is left blank here, a message may still be sent if the option has been set on the gateway.
Log on to IRIS Personal Tax and select the client.
From the Reports menu select Electronic Tax Return.
Select the required options from the Electronic Tax Return Option screen:
Users may attach additional PDF documents to the return. Click Select
External PDF to locate an existing PDF for the client or Communication
Tracking to attach PDF’s which have previously been saved within Communication
Tracking. Click OK to generate
the report.
Once the Internet has been produced, click Close.
The test option should only be used during the initial set up procedure to ensure that information can be sent to the HMRC gateway and that the response can be generated via IRIS. Once this has been done the test option should no longer be used.
Log on to IRIS Personal Tax and select a client.
From the Reports menu select Transmit Internet Return.
Click the clients name then click Transmit, the Tax Return will now be transmitted to HMRC.
When the progress bar within the Internet
Tax Return
screen has reached 100% click Close:
Click Yes to the following
prompt:
This response cannot be reprinted and is not automatically saved within the client’s record or within the communication tracking system. It is therefore recommended that all internet acceptance notices be printed out at this stage.
Practice Management users may add an extra level of security to the Transmit screen to prevent transmission of returns before they have been approved by the client.
To switch on the functionality the practice must update the tax return job profiles for individuals, partnerships, limited companies and trusts as follows:
Open the IRIS main menu and select System Maintenance.
From the Practice menu select Job Types / Profiles and for each of the tax return jobs.
Select Profiles.
Highlight the job stage that indicates a tax return has been approved by the client and select Edit.
From the Automatically complete when drop down list select Approval Received from Client event and select OK.
Select Save and then Close the profile
Once this has been set users will not be able to transmit electronic returns unless that job stage for the client has been completed. Unapproved returns will be listed on the Transmit Internet Return screen in a grey with No in the Approved column and the Transmit button will be disabled.
Once approval has been obtained the job stage may be completed either from the job itself or by clicking Approved on the Transmit Internet Return screen.