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How to add or delete an account period date via Personal Tax?

Article ID
ias-12034
Article Name
How to add or delete an account period date via Personal Tax?
Created Date
13th October 2015
Product
IRIS Personal Tax
Problem
How can an account period end date be deleted or added via the Personal Tax module?
Resolution
Users are required to: 1. Log on to IRIS Personal Tax and select the client. 2. Click on Trade Profession of Vocation then click Sole Trade or Partnership. 3. Click the New button located below the Account Periods which are listed in the bottom half of the screen to the right. 4. Click on the account period and click Delete.

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