Tax refund does not show in the tax return cover letter

To display the tax refund in your tax return cover you will need to make an adjustment to the template, this involves inserting an IF statement. Please read KB IAS-6677 for further information on IF statements Below are instructions for inserting the tax refund into the tax return cover:

Open the IRIS Main Menu and select IRIS AutoMail.

The ‘IRIS AutoMail – Letter Request Browser’ will be displayed, click on the Templates button.

The ‘IRIS AutoMail – Letter Template Maintenance’ screen will be displayed, highlight the folder to which you would like to save the template into.

Click on the New Template button.

The New Template Screen will be displayed, enter a description. (E.g. Tax Return Cover)

Click on the Spy glass in the ‘Based On’ field.

Click on IRIS Word Base Templates no header & footer, then highlight the Tax Return Cover template and click on the Select button.

The New Template Screen will be displayed, click on the OK button to view the template. The Word Template will be displayed allowing you to edit the details.

Toggle on the Field codes (Press ALT + F9 on your keyboard. Please refer to KB IAS-11939 for information on How to turn on field codes in MS Word.

Minimise Word, the Tag Selection screen will be displayed.

Open the folder ‘The Particular Client | Individual |Tax Information | Current Year’.

Place a tick next to ‘Balance Repay’ AND ‘Is Balance Repay’.

Maximize Word.

Left Click on the document where you would like to enter the repayment figure. From this point onwards, the instructions vary depending on your version of Microsoft Word. To check your version of Microsoft Word, click on Help | About when in a Word document. For versions of MS Word 2007 or later:

Click on the Mailings Tab | In the Write & Insert Fields section, click on the Rules down arrow

Select “IF…Then…Else…”

The Insert Word Field : IF screen will be displayed, In the field name, select LMCLISCYrBalRepay

In the “Comparison” field, select ‘Equal to’

In the “Compare to” field enter 1

In the “Insert this” text field, enter the word “the computation shows that you have a tax repayment of A due for payment on B” (A, B are dummy values and will be substituted with a merge field at a later stage)

In the “Otherwise insert this” text field , do not enter anything

Click on OK

This then enters the IF statement in the template, which will be displayed as: {IF {MERGEFIELD LMCLIsCYrBalRepay }= 1 “the computation shows that you have a Tax refund of A due for payment on B” “”}

To substitute A, Place the cursor before the A in the above statement, and press the delete button on your keyboard

Leaving the cursor where it is, click on the Mailings Tab | In the Write & Insert Fields section, click Insert Merge Field and select LMCLCYrBalRepay.

This should now look like: {IF {MERGEFIELD LMCLIsCYrBalRepay }= 1 “the computation shows that you have a Tax refund of {MERGEFIELD LMCLCYrBalRepay} due for payment on B ” “”}

To substitute B, place the cursor before the B in the above statement, and press the delete button on your keyboard

Leaving the cursor where it is, click on the Mailings Tab | In the Write & Insert Fields section, click Insert Merge Field and select LMCLCTaxYr.

This should now look like: {IF {MERGEFIELD LMCLIsCYrBalRepay }= 1 “the computation shows that you have a Tax refund of {MERGEFIELD LMCLCYrBalRepay} due for payment on {MERGEFIELD LMCLNTaxYr}” “”}

Once this is done, the paragraph in your template should look like this: {IF {MERGEFIELD LMCLIsCYrBalRepay }= 1 “MERGEFIELD “LMCLCTaxYr”} Tax Postition The computation shows that you have a tax liability of { = {MERGEFIELD ” LMCLCYrBalLiab” } # “£#,##0.00;(£#,##0.00)”}due for payment on 31 Jan {MERGEFIELD “LMCLNTaxYr”}.” “”} {IF {MERGEFIELD LMCLISCYrBalLiab }= 1 “the computation shows that you have a Tax refund of {MERGEFIELD LMCLCYrBalRepay} due for payment on {MERGEFIELD LMCLNTaxYr}” “”}

Minimise Word and in the Tag selection screen, click on the Save button Related Articles KB IAS-7078 : How do I setup my own custom AutoMail templates? KB IAS-6864 : What Microsoft Word skills may I need to edit AutoMail templates?

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