Personal Tax/PM – ‘Tax Summary’ report
Article ID
personal-tax-pm-tax-summary-report
Article Name
Personal Tax/PM – ‘Tax Summary’ report
Created Date
18th June 2025
Problem
IRIS Personal Tax/Practice Management - 'Tax Summary' report
Resolution
The Personal tax ‘Tax Summary’ report can be accessed by loading client in PT and Client/View/Tax Summary – it will load columns of data per year. The Tax summary is also linked to the Practice Management (PM) Data Mining product.
If the year columns are empty of values– load the affected year and run a ‘FINAL’ tax computation and rerun the Tax Summary again to refresh it and the columns will be populated. Generating/submitting a tax return will NOT refresh the summary report.
Practice Management (PM) Data Mining is not showing any PT data for a client? Run the PT ‘Tax summary’ report, check if its picking up data in PT and then run the PM report
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