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How can I choose the Tax Year for AutoMail letters?

Article ID
ias-11957
Article Name
How can I choose the Tax Year for AutoMail letters?
Created Date
29th April 2015
Product
IRIS AutoMail
Problem
How can I choose the Tax Year for AutoMail letters?
Resolution
To change the tax year for an AutoMail letter:
  • Log on to IRIS AutoMail from IRIS Main Menu
  • The IRIS AutoMail – Letter Request Browser will be displayed; click on Generate
  • The IRIS AutoMail – Generate Letters Screen will be displayed; click on Select button to select your Template
  • In the IRIS AutoMail – Select Template Screen, highlight the Template that you would like to Generate for a Client and Click on Select
  • On the Generate Letter Screen, Select a Client. For example, A001
  • Next to the Tax Year Field you will see the tax year. For example, 2013.
  • To view previous years left click on the down arrow next to the tax year. You will then see previous tax years

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