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This is topic explains the a step-by-step process to the registration and activation process. This is all you need to use IRIS for Internet filing, there are no charges - the service is provided as a standard feature of the software.
The Internet Filing Service is easy to use; print an electronic return instead of the normal paper return for the client to sign. Once signed, use the option to Transmit Internet Returns. The return will normally be sent and the Revenue response received within a minute.
To use the service, you must first register on the Revenue web site.
Register with HMRC for the Self Assessment service for Individual, Partnership and Trust returns and the Corporation Tax service for Corporation Tax returns.
Log on to HMRC’s home page https://www.hmrc.gov.uk/index.htm
Select Register (New Uses) from
the Do it online panel located on the top left hand
side of the page. During the registration process for Self Assessment
you will also be given the opportunity to register for Corporation
Tax.
Click Register (New Uses) under
the Do it online section on the right-hand side of the screen.
The next screen has the heading What
would you like to do?
Under the Sign up to file returns
online section, click Sign up for HMRC online services.
If prompted, choose Agent from the New User screen.
Tick the option for Corporation
Tax (CT) for Agents and /or Self
Assessment (SA) for Agents and click Next.
Your choices will be displayed for confirmation, click next.
The
Registration and Enrolment
screen displays information about the steps for Registration; click
Next.
Step 1 - Terms & Conditions,
select the box to confirm that you have read the terms and conditions
and click Next.
Step 2 - About you, enter your
name and organisation name. It is also useful to enter the email address.
The Office type and
Number of
clients may be ignored.
Click Next.
Step 3 - Create password, make
up and enter a password (twice) on the Create
Password screen, click Next
Step 4 - Note User ID your Online Government Account has been
created. Make a note of the details and click Next.
Step 5 - Enter details, for
Corporation Tax and Self Assessment in turn enter both your Self Assessment
Agent Reference and postcode. The reference is issued by your tax
office and will usually be printed on any communication relating to
your client, for example statements. The typical format is A9999A
or 99999A. If you cannot locate the reference, call the tax office
and ask them for your CESA (pronounced Seezer) Agent Code.
Accept the Terms and Conditions.
If the process is successful, a User ID will be displayed –
make a note of it as it is needed to log into the web site. The Revenue
will also send a letter confirming the User
ID. (If the process is unsuccessful, an error message will
be displayed. Click Next to
go back to Step 6.)
Log into System
Maintenance and select Practice
Options from the Practice
menu bar list.
The Practice Options screen displays.
Click Tax
Options.
The following screen displays.
Enter the following information
the User ID and Reference displayed at Step 4 above
for
each service, the Password
created at Step 3 above
This completes the first part of the registration process. It is now possible to generate electronic returns in the IRIS tax products but they cannot be sent to the Revenue until the service has been Activated. The Revenue will send an Activation PIN by post within seven days of registering.
As soon as the Activation PIN letter arrives (not to be confused with the separate User ID letter), log in to the system by following Steps 1 above. Then select Log in from the Do it online section.
Select Self Assessment.
Enter your User
ID and password on
the Welcome to our Online Service
screen.
Enter the Activation PIN and click Activate.
This completes the set-up process. It is now possible to transmit Internet Returns using IRIS. This set-up process will not need to be repeated and the Activation PIN letter may be destroyed.
Select the option to Transmit
Internet Return
from the Reports pull-down
menu in IRIS Personal
Tax or IRIS Business
Tax.
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Highlight the client, click Transmit and wait for the response.
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