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Personal Tax: How to use E-Checklists with clients

Article ID
personal-tax-how-to-use-e-checklists-with-clients
Article Name
Personal Tax: How to use E-Checklists with clients
Created Date
13th October 2021
Product
Problem
IRIS Personal Tax: How to use E-Checklists with clients
Resolution

E-Checklists provide a quick and easy way for you to deliver the necessary information, allowing your accountant to complete your Self Assessment tax return using IRIS Openspace.

  1. As an accountant – You must have your IRIS Openspace account created with a valid email address
  2. As a client for the accountant – You must have a valid email address and your accountant has created your IRIS Openspace account.

Please go to this site: https://help.iris.co.uk/IRIS/ODL/MainHowTo.htm

  1. Select ‘IRIS Personal Tax’
  2. Select ‘e-Checklists’
  3. The main questions and answers are listed here

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