Personal Tax: Lock down Tax year OR 'This years tax matters have already been cleared up for this client'

personal-tax-lock-down-tax-year-or-this-years-tax-matters-have-already-been-cleared-up-for-this-client

Personal Tax: Lock down Tax year OR 'This years tax matters have already been cleared up for this client'

2nd November 2021

IRIS Personal Tax: How to lock down a Tax year OR 'This years tax matters have already been cleared up for this client'

Once you have submitted a SA100 to HMRC you want to ‘lock down’ a tax year to stop users from generating a further new/amended SA100, then follow these steps:

IF you do lock down a tax year and you try and generate a new one you will get this warning: ‘This years tax matters have already been cleared up for this client’.

1. Load the client and select the relevant tax year
2. Administration
3. Edit Tax Return Dates
4. ‘Submissions Status’ Section – scroll to the bottom
5. Add a date to the ‘Tax Clearance for year’ to lock it down OR remove this date to allow you to generate a tax return.