Business Tax- Invalid Data Entry: ‘Amount of Loan 0.00’ and cannot edit values in loans screen. Validation-box a15 must equal sum all and 3001 9401(Manual Fix)

business-tax-invalid-data-entry-amount-of-loan-0-00-and-cannot-edit-values-under-loans-screen-25-1-3-33

Business Tax- Invalid Data Entry: ‘Amount of Loan 0.00’ and cannot edit values in loans screen. Validation-box a15 must equal sum all and 3001 9401(Manual Fix)

21st May 2025

IRIS Business Tax- Invalid Data Entry: 'Amount of Loan 0.00' and cannot edit values under loans screen

This may also show as error ‘Validation-box a15 must equal sum all amount loan amount in column A10b, value 0 is is invalid due to its data type’. If you try and submit: 3001 9401

If you only get the Amount of Loan error 0.00 then please update to 25.1.3.33 and regenerate and submit. If you still get issues in Business Tax on version 25.1.3.33 then read the checks below:

1. You get the ‘Amount of loan 0.00’ warning when submitting.
2. When you go to the ‘Loans to Participators by close companies’ screen – there are duplicated directors listed where their loan value entries are being duplicated, greyed out and you cannot edit values in their rows (A new loan entry made in the most recent year could be duplicated into a older row). These duplicated directors are appearing because under ‘Involvements’ – they have joined and left the company several times (eg have multiple FROM and TO Dates).
3. Values in the greyed out fields(duplicated values) are also appearing on the CT600A pages where the affected director is showing twice or more.
4. NOTE: A greyed out row in the loans screen means the Director etc had left the company (has a TO date in the past) and thus you cannot edit the row- they can appear again (Show twice) because they have come back to the company (Dosnt have a TO date).
5. Note that IRIS Development team cannot replicate these issues.

Manual Fix: BT requires a data refresh by manually removing the involvements relating to the affected Directors/person, then add the involvements back in and then do client refresh in BTAX. This may also show as error ‘Validation-box a15 must equal sum all amount loan amount in column A10b, value 0 is is invalid due to its data type’ – if you have a duplicate director/loans showing under the loans then follow the manual fix steps below

1) Load the LTD in BT, load relevant year and go to Loans to Participators: Note down the loan values and repaid dates etc of the affected person
2) Go to View Client – Select ‘Related’ tab
3) Click ‘Involvements’ – note down all the FROM and TO dates for the affected director/person with the duplicated values for loans
4) Click on each affected Director and select ‘Delete’
5) Accept any messages that are shown.
6) Then manually add each Director/person back in (start with oldest record)- entering the FROM/ TO dates as appropriate
7) Then run the ‘Client Refresh’ (button at top of BTAX). Load the Loans to Participators screen, if its missing values and dates of repayment then add them back in into the correct row etc(duplications should be removed as well). Then check the CT600A there should no longer be any duplications of values and you will have the ability to override any incorrect values that comes through from AP.

8) If the re-entered director is showing but the duplicated loan values reappears again. To fix: In the Director row which is correct with the loan entry, note down the value/dates of repayment and delete the value and dates. Update and save. Then go back to step 2) and follow all the deletion steps again. After step 6) Once the re-entered director has been entered back in, make sure the loan boxes are all blank. Now for the correct director row- manually add back in the loan values and dates

If you need to urgently submit the CT600 now without following the fix above: Data Entry, Summary, Right side – Loans to Part by close comp, Tick NO, Add a note to HMRC to state this is omitted loan data of XXX for the client and you plan to send amended later on. When you generate it will NOT pick up the loan information and so you can submit it now. Once you do apply the manual fixes above then send an Amended return with the full corrected information later.

We apologise for any inconvenience caused as there is no planned fix on version 25.1.4.42 or a later version and to use the manual fix listed above to remove the duplication and 0.00.

Note if you plan to send a extract of the client to IRIS Support -the duplicated director, loan entries showing for you – are omitted when we load the extract so the manual fix can only be run on your BT/pc.