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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