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Personal Tax- Import data into UK Land and Property

Article ID
personal-tax-import-data-into-uk-land-and-property
Article Name
Personal Tax- Import data into UK Land and Property
Created Date
18th August 2021
Product
Problem
IRIS Personal Tax- How to import data directly into UK Land and Property?
Resolution
  1. Load the client and relevant year
  2. UK Land and Property , UK Property Income
  3. There must be a existing property – if none then create the one you want
  4. Click ‘Other Property Options’ OR ‘FHL Property Options’ and ‘Import from File’
  5. You need to use a specific file to import- click Settings
  6. Click ‘IRIS import templates’
  7. Download the one you want to use. NOTE: It will only pick up CSV files. If you use the Excel version, then you must save it as a CSV file first. Save your work on the import file on your pc
  8. Click ‘Other Property Options’ OR ‘FHL Property Options’ and ‘Import from File’
  9. At the top: IMPORT FILE and click the Mag glass
  10. Find and select the CSV file you saved and Open
  11. Select the relevant pull down options and then Import
  12. The data will now show in Income or Expenses tab

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