Clients are only eligible for Electronic Filing if they are self assessing

Article ID

ias-12031

Article Name

Clients are only eligible for Electronic Filing if they are self assessing

Created Date

13th October 2015

Product

IRIS Personal Tax

Problem

The following message is occurring when attempting to generate an Electronic Tax Return: "Clients are only eligible for Electronic Filing if they are self assessing" How can this be overcome?

Resolution

Users are required to: 1. Log into Personal Tax and select the relevant client. 2. Click on the Relief’s tab then click on the yellow folder labelled miscellaneous and click on the Tax Calculation folder. 3. Click on the option Self Assessment and put a tick in the box, click OK to save.