Client Dashboards now include Digital Tax Account data
Did you know that the IRIS OpenPortal has a client dashboard which allows you to see a range of summary information about your client base?
The search box is the newest way to search for customers. Quick and easy, it searches for clients as you type, looking for matches against client name, client id, registered number, UTR and National Insurance number. You can even find the desired client when you have limited search criteria.
Financial indicators, tax position and WIP balances are visible from the dashboards and a simple drag and drop solution allows files to be automatically uploaded to OpenSpace to share with your client.
We have recently added a new Making Tax Digital widget to show the Digital Tax Account data that is currently available to agents. This will make it quick and easy to see the data held in IRIS compared to that currently held by HMRC in your client’s digital tax account.
These screens will continue to be updated as more and more data is made available to agents from HMRC, making it easier for you to keep track of what data HMRC has without you having to contact either HMRC or your client.
To see these changes just log into IRIS and select the magnifying glass at the top of the OpenPortal.