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Separate user ID and password for online filing

Article ID
ias-10602
Article Name
Separate user ID and password for online filing
Created Date
3rd September 2012
Product
IRIS Personal Tax
Problem
Is it possible for each partner to use a separate user ID and password for online filing?
Resolution
Users are required to: 1. Log on to IRIS Personal Tax as a MASTER user. 2. From the Client menu, select View. 3. Click the Accountant button, select Alternative accountant. 4. Click the magnifying glass to the right of Alternative accountant option. 5. Click New, fill in the agents name and address. 6. Enable Can act as agent, click Tax Options. 7. Enter the user ID and password for this alternative accountant. Once the alternative accountants have been set up please ensure that each client is assigned to the correct agent before generating an Electronic Tax Return. Please note for data center license holders the user ID and password for each branch can be entered by clicking on the Setup menu then clicking on Branch Maintenance. View each branch and enter the user ID and password by clicking on the Tax Options button. If what you are searching for is not included above then please send an email to support@iris.co.uk

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