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Share or show a jointly held Capital Asset?

Article ID
ias-12026
Article Name
Share or show a jointly held Capital Asset?
Created Date
13th October 2015
Product
IRIS Personal Tax
Problem
The client and their wife hold an asset jointly; does the information have to be entered separately into each client's record?
Resolution
The Clone button within the Capital Assets data entry screens will allow the information entered into one record to be copied to another. Users are required to: 1. Log into Personal Tax and select the relevant client 2. From the Edit menu select Capital Assets 3. Click on the entry which is to be cloned then click in Edit 4. Click on the Clone button. Click Yes to the prompt “Are you sure you want to clone this record?” 5. Click on the client the information is to be cloned to then click Select 6. Click Yes to the prompt ” You are cloning this record to [clientID]”

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