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Partnership linking

Article ID
kas-0015
Article Name
Partnership linking
Created Date
5th January 2021
Product
IRIS Keytime, IRIS Personal Tax
Problem
Partnership linking
Resolution

To ensure that the partners link correctly to the partnership return you must ensure that they have the same set of pages as the partnership return: e.g. Full or Short.

To do this go into the Partners’ SA100s and then go to Client > Supplementary Pages > Tick the correct set of Partnership Pages (Untick the other set if necessary) and then click Finish.

To add the partners to the SA800 go into the Partnership Return and then go to Client > Partners > And then add the partners from the right hand side by Click each partner in turn and then clicking the Add button.If the partners do not appear in the right hand box it is because they do not have the correct set of pages in their individual return.

If you wish add in the Partners’ profit percentages (Or override the profit percentages) by clicking on each partner in turn and then clicking Edit. You can then enter the Profit Percentage or tick the Override box and then Save. Ensure you do this for each partner and then Click Finish. Accept the prompt to refresh the information on the Partners pages and this should correctly link the Partners’ returns to the Partnership return.

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