How to Import a client.

Article ID

ias-10550

Article Name

How to Import a client.

Created Date

17th August 2012

Product

IRIS Personal Tax

Problem

How can a client's file be imported into IRIS Personal Tax?

Resolution

Users are required to: 1. Log on to IRIS Personal Tax. 2. From the Client menu select Import. 3. Click on the location that the clients file is saved to and click Ok 4. Click on the Clients file and click Open. 5. If the client exists within the database, click Yes to overwrite. 6. Remember to also select the client from the client browser to access the imported client. Note that importing clients with jointly income from jointly held sources, importing the client back into a database will cause the jointly held links to be lost. These links must be reinstated after importing