Retroactively link and synchronise tax returns with IRIS Elements Accounts Production data

If you have manually created a tax return but have not linked and synchronised data from a matching accounting period.

1. Open the relevant tax return.

   Use the Corporate tax returns widget from either the Home dashboard or the client's Dashboard.

2. In the Status tab, from the Select account period list, choose the relevant accounting period.
3. Select Synchronise now.

   The associated data from the matching accounting period is pulled into the trade pages.

4. Select Save changes.
5. Go to the Data input tab and select the new Trading profits section.
6. Adjust your data if required, and select Save changes.