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Business Tax: Enter Bank details and Sort code

Article ID
business-tax-enter-bank-details-and-sort-code
Article Name
Business Tax: Enter Bank details and Sort code
Created Date
11th August 2021
Product
Problem
IRIS Business Tax: Where to enter bank details for a repayment (Example for a loss carry back)
Resolution
  1. Load the client and the relevant period in BT
  2. Data Entry
  3. Overpayments and Repayment claims
  4. Bank details and Payments to Person
  5. Click ‘Bank Details’ and New
  1. Click the magnifying glass and either find a existing bank or create new one (Step 7)
  1. Click New and fill in the details and sort code and OK. Highlight the newly created bank and click ‘Select’
  1. Fill in the account number and name etc. Then Ok, select the bank again and click ‘Select’. The Bank details form will now be populated.

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