How to activate an OpenSpace account and complete the e-Checklist

Once the accountant has created a e-Checklist and an account, an invitation to activate the account will be sent via email:

1. Clicking the link will open the IRIS OpenSpace website. Enter a password to complete the activation of the account.

2. Log in to the IRIS OpenSpace account and select the e-Checklist tab at the top of the screen.

The section to the left-hand side of the screen lists the relevant types of income in the previous tax year with a copy of the data.

The right-hand side of the screen displays two columns, one for Last Year and one for the Current Year.

The current Year fields need completing.

3. Once a section has been completed, select Mark As Answered and click Save in the bottom right corner of the screen.

4. Click Next to open the next section.

A tick displays as each section is completed.

• If there is no income to be entered for a certain item, simply select Mark As Answered and move to the next section. The e-Checklist can be saved at any point and completed at a later time.

Once all sections have been completed, use the ATTACHMENTS and FINALISE E-CHECKLIST options to continue.

5. Click ATTACHMENTS to attach any external documents, schedules and so on, for the accountant.
   
   

The following screen displays.

6. Select the box beside the folder where the document is to be saved then click Browse to locate the file to be attach.

7. Click Close.

8. Click FINALISE E-CHECKLIST, select I have completed the checklist and click Finalise.

Once Finalise the data can no longer be amended as it has now transferred back to the accountant. Any changes to the data need to be taken up directly with the accountant who will make the changes.