IAS-12673 Personal Tax/PM- ‘Tax Summary’ is not saving edits/changes made

Article ID

ias-12673

Article Name

Created Date

3rd January 2018

Problem

IRIS Personal Tax- Tax Summary is not saving the changes made and shows different amount comparing with the Tax Computation

Resolution

To save the changes in PT Tax Summary please do the following in Personal Tax:

Load the Practice Management tool first as the ‘Tax Summary’ report requires the PM program to be loaded or it cannot be run
Run PT and load the Client and Select the right year
Run the Tax Computation
Select Administration as “Final” Click OK
WARNING: Generating/submitting a’ tax return’ will NOT refresh the summary report. It has to be a final tax comp
Select Screen, Click OK
Close the Tax Computation
Client and View
Tax Summary and Refresh
The amount in the Tax summary should show the correct amount and should match with the tax computation

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