- Go to Clients > Client List and find the required client.
- From the Corporation tax returns widget on the client dashboard, select Start a new tax return (or Start new if there are existing returns).
- If you want to synchronise, switch the toggle to Synchronise accounts data, then Select account period from the list. This automatically populates the Start of period and End of period dates.
Synchronise accounts data: If you subscribe to both IRIS Elements Tax (any plan) and Accounts Production (any plan), you can link a related accounting period to the tax return period and automatically synchronise the data whenever changes are made. Find out more about Synchronising accounts data with a tax return. If you are an IRIS Tax and Accounts customer, then the trial balance data from accounts will be automatically synced into tax, with no option to disable.
- If there are more than one accounts periods that relate to this tax period, select those that are applicable. We'll create a Trade Summary section for each accounts period.
- Enter or select the Start of period. The End of period is automatically populated.
- The Type of return defaults to CT600 which is currently the only form type supported.
- Your reference defaults to the client code but can be changed.
- Select Create. A new tax return is created. If a previous accounting period already exists then applicable data is carried forward from the previous record. Find out what data is rolled forward?
- Complete the Company Information section then select Save changes.
You can now add a new section to start completing the return. You can also add an attachment.