IRIS Practice Management Knowledge Base

49 articles

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IRIS Practice Management

Corporation tax payments and dormant periods

Though no corporation tax payment is required for the dormant period on a company, a blank return should still be…

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IRIS Practice Management

How to log reports for confidential clients

This is a feature of report logging for confidential clients to help prevent people accessing sensitive information that they have…

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IRIS Practice Management

How do I attach an AutoMail letter to a job stage?

To attach an AutoMail letter to a job stage follow the steps outlined below: Open IRIS Main Menu and click…

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IRIS Practice Management

In Job Planning, what does the 'Bridge Services' button do?

Contents Introduction Setup your standard job types Press the bridge services button Introduction The bridge services button may be used…

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IRIS Practice Management

Statutory deadline calculations for Accounts

The time normally allowed for delivering accounts is: for a private company, 10 months from the ARD for a public…

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IRIS Practice Management

Automatic completions from Personal Tax to Practice Management

Please note this is a guide to the automatic completions available and not a definitive list of what has to…

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IRIS Practice Management

How do I delete stages from a job profile?

To delete a job stage from an existing profile follow the steps outlined below Open IRIS Main Menu and click…

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IRIS Practice Management

How do I add stages from a job profile?

To add job stages to an existing job profile follow the steps outlined below Open IRIS Main Menu and click…

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IRIS Practice Management

Clients are missing from Data Mining

There are three criteria set by default and these are: 1) Unregistered clients excluded As Data Mining searches are used…