Personal/Trust Tax- How to complete 'For Reference' box on Page 1

Article ID

personal-trust-tax-how-to-complete-for-reference-box-on-page-1

Article Name

Created Date

2nd August 2022

Product

Problem

IRIS Personal/Trust Tax- How to complete 'For Reference' box on Page 1 (on the top right)?

Resolution

We do not populate this box in IRIS. They do not form part of the electronic return, so it has not been included in the software. So therefore as a workaround, if you want to enter some information, please do the following:

In Personal tax: Reliefs, Misc, Additional Information and SA100 or the SA110– enter the details in here. This will show on the SA100 or the SA110 Additional info box.

In Trust tax: Data Entry, Miscellaneous, Additional Information and Declaration – enter the details in here.

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