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2995 articles

personal-tax-2025-capital-gains-adjustment-value-incorrect-in-box-51-cg3

Personal Tax- 2025 Capital gains % rate incorrect and Adjustment in Box 51 CG3

Personal tax Capital Gains Rate incorrect 'Adjustment' value (Box 51 in CG3 page) because of the incorrect basic rate band allocation and is a DEFECT…

p11d-run-p11db-form-but-client-address-missing-details

P11D – Run P11D(B) form but client address missing details

Run P11DB form and the top left employer client address is missing details like city and postcode etc. Character/row rule: This is because the P11D…

p11d-how-to-get-the-correct-for-a-car-benefit

P11D – How to get the correct % for a Car benefit

The full KB article on engine size and car benefit % calculation is here The P11D uses the HMRC table link below to calculate the…

personal-tax-mtd-error-rescource_forbidden-matchingresourcenotfound

Personal Tax- MTD Error ‘RESCOURCE_FORBIDDEN’ or MATCHING RESOURCE NOT FOUND

MTD Error ‘RESCOURCE_FORBIDDEN’ MTD Error 'MATCHING RESOURCE NOT FOUND' RESCOURCE_FORBIDDEN- You have set up a client up for MTD, accessed the ‘Digital Tax Hub’ on…

personal-tax-2025-share-of-profits-the-sum-sa104-share-of-partnership-profit-loss-etc

Personal Tax- 2025 Share of Profits, The Sum SA104F share of partnership profit/loss etc

This has been confirmed as a DEFECT in 2025 within the Iris Personal Tax program affecting version 25.1.4.42, unfortunately there is no work around and…

personal-tax-2025-share-of-partnership-trading-or-professional-profits-sa104-share-of-partnership-profit-loss-etc

Personal Tax- 2025 Share of partnership trading or professional profits, SA104 share of partnership profit/loss etc

This has been confirmed as a DEFECT in 2025 within the Iris Personal Tax program affecting version 25.1.4.42, unfortunately there is no work around and…

personal-tax-2025-sole-trade-partnership-profit-incorrect-as-apportioning-360-365-days

Personal Tax- 2025 Sole Trade/Partnership Profit incorrect as its apportioning 360/365 days

The Self Employment and Partnership taxable profits is incorrect in the SA100, Tax computation and Trade computation. PT software has calculated an unexpected apportionment of…

personal-tax-2025-partnership-rental-profit-incorrect

Personal Tax- 2025 Partnership Rental profit incorrect on SA100/SOD

The Partnership rental profit is showing an incorrect apportionment by a number of days (example 360/365 - so a 5 day diff) in the Schedules…

personal-tax-2025-partnership-interest-incorrectlyapportionedbydays-on-tax-return

Personal Tax- 2025 Partnership Interest incorrectly apportioned by days 360/365 on Tax return

The Partnership share of Interest is incorrect in the partnership SA100. The software has calculated an unexpected apportionment of dates eg 360/365 and removing a…

personal-tax-pm-tax-summary-report

Personal Tax/PM – ‘Tax Summary’ report

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…