Thank you for your feedback.

Was this useful?

IRIS PT, BT, VAT, P11D- How to set up Alternative and Branches to submit returns?

Article ID
iris-pt-bt-vat-how-to-set-up-alternative-and-branches-to-submit-returns
Article Name
IRIS PT, BT, VAT, P11D- How to set up Alternative and Branches to submit returns?
Created Date
23rd March 2022
Product
Problem
IRIS PT, BT, VAT and P11D - How to set up Alternative and Branches?
Resolution

Setup of Alternative and Branches (not agent)

This usually needs to be setup because you organization has several different offices or agents all over the UK etc. Each has their own login when submitting returns.

  1. Client | View | Accountant
  2. Tick Alternative OR Branch. Click the magnifying glass. From the list of names displays, select the relevant one.
  3. If your name is missing then click New.

To set up your agent credentials to allow you to submit returns using this ALT or Branch:

  1. Click View and select the Can act as agent option.
  2. Click Tax options and fill in the agent authorisation details if related to PT or BT etc.

VAT Filer for Branches and Alternatives

The text in the ‘Name’ field will appear on the Authorised Agent screen when its been setup. So ensure you name everything clearly. That is, use a similar name in the Description box and also in the Name box. Do be careful- If you use the same name for all the branches or Alternatives Eg Using LON BRANCH for ‘Description’ and ‘Name’ for several different branches/Alts– they will appear identical on the Authorised Agent screen and you cannot tell which Branch is linked to which Auth Agent login – so you don’t know which to reset.

Thank you for your feedback.

Was this useful?