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

Article ID
personal-tax-lock-down-tax-year-or-this-years-tax-matters-have-already-been-cleared-up-for-this-client
Article Name
Personal Tax: Lock down Tax year OR 'This years tax matters have already been cleared up for this client'
Created Date
2nd November 2021
Product
Problem
IRIS Personal Tax: How to lock down a Tax year OR 'This years tax matters have already been cleared up for this client'
Resolution

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.

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