Personal Tax- Import data into UK Land and Property (FHL/Other)

personal-tax-import-data-into-uk-land-and-property

Personal Tax- Import data into UK Land and Property (FHL/Other)

18th August 2021

IRIS Personal Tax- How to import data directly into UK Land and Property? using CSV files

There is a known issue in version 24.2.0 where importing a CSV/Excel will cause a error. The 24.3.0 version in early October is planned to fix this. As a workaround please manually add in the values into the clients PT account.

1. Load the client and relevant year.
2. Go to UK Land and Property | UK Property Income
3. There must be a existing property; if not then create the one you want.
4. Click Other Property options or FHL Property options and Import from File.
5. You need to use a specific file to import. Click Settings (if this link will not open or a message displays saying: ‘cannot reach site’, check your browser/pc settings which can block access).
6. Click IRIS import templates.
7. Download the one you want to use.
   Note: It will only pick up CSV files. If you use the Excel version, then you must save it as a CSV file first. Save your work on the import file on your pc.
8. Click Other Property options or FHL Property options and Import from File.
9. At the top: IMPORT FILE and click the magnifying glass.
10. Find and select the CSV file you saved and Open.
11. Select the relevant pull down options and then Import.
12. The data will now show in Income or Expenses tab: