IRIS Personal Tax "Getting Ready For The Tax Season"

IRIS Accountancy Suite


As you all begin to adapt to the challenges of working remotely, for the majority of the current tax season, our IRIS training consultants have prepared a special series of videos to assist in the preparation and submission of Personal Tax returns (SA100's/R40's).

This course is designed to provide your staff with some best practice advice in the usage of IRIS. This will allow any new user to feel confident in their ability to fully utilise the software and reduce any potential errors.

The series also covers the E-checklist and how it can be used to safely transmit sensitive client documents via IRIS OpenSpace. This will provide your clients with confidence to supply documents electronically as they may not all have encryption facilities.

This course will release your more experienced staff to perform chargeable work while facilitating additional levels of skill within your workforce.

The key areas covered are as follows:

  • Retrieval of the client's tax data, via e-Checklist.
  • Training staff new to IRIS Personal Tax in data entry.
  • Requesting document approvals via IRIS OpenSpace.
  • Reporting on tax return submissions.

Bonus content


In addition, we have added an example self-assessment cover letter, which includes a greater degree of mechanisation. This template utilises IRIS AutoMail and includes the instructions required to incorporate the template into your bank of templates.


Get started now!



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IRIS Accountancy Training
IRIS Accountancy Training

Want to get the most from your IRIS products and discover even more ways they can benefit your practice. You have come to the right place. We want to maximise the value you get from your investment in every way possible

The tutorials are an easy way to introduce your staff to the IRIS Accountancy Suite software and to ensure they have the essential knowledge to use our tools effectively in their daily work.

Our training modules also enable staff to keep up to date with the full range of functionality, the latest new features, and enhancements released throughout the year. We also provide supplementary ‘how to’ guides and scripts to help the learning process.



Course Curriculum


  IRIS AutoMail
Available in days
days after you enrol
  IRIS OpenSpace Approval of SA Return
Available in days
days after you enrol
  Reporting On Tax Return Submissions
Available in days
days after you enrol
  Bonus content
Available in days
days after you enrol

 

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.