Knowledge Base Articles

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IRIS Trust Tax Knowledge Base

26 articles

personal-trust-tax-edit-interest-rates

Personal/Trust Tax- Edit HMRC Interest Rates

You have an incorrect HMRC Interest rate being applied in Personal Tax or Trust Tax. 1.Load Personal Tax or Trust tax 2. Administration and 'HM…

trust-tax-enter-address-in-the-issue-address-box

Trust tax- Enter address in the ‘Issue address’ box

IRIS Trust tax- you need to enter a persons address in the 'issue address' box on page 1 1.Client/ view/Related/ Involvements/ find the principle trustee…

business-personal-tax-transmitting-pending-status-polling-and-gateway-busy

Business/Personal Tax Transmitting: Pending status, Polling Again and Gateway busy, Establish connection

When you transmit a online return but get a 'Polling again, please try again later' OR 'Gateway is busy'. Any Gateway or Transmission issues are…

personal-business-trust-tax-how-to-import-export-a-clients-extract

Personal, Business, Trust Tax- How to Import/Export a Client’s Extract

If you get the extract from eg another accountant/office then always check their IRIS version matches your IRIS version (Help and About) - if they…

iris-pt-bt-trust-tax-need-report-on-all-active-clients

IRIS Accountancy (IAS)AP, PT, BT, TT, CS, FAR,TF: Need report on active clients

If using Accounts Production - Go to Help and About, the 'Accounts Productions' Tab- it will list the number of clients using charts. 1.Load any…

trust-tax-2021-page-12-boxes-22-2-and-22-3-missing-principle-trustee-details

Trust Tax 2021- Page 12 boxes 22.2 and 22.3 missing Principle Trustee Details.

This is a DEFECT in the software Version 21.1.0. Unfortunately, the only workaround - if the Trust Tax return needs to be submitted urgently, then…

kas-0030

IRIS Keytime Data Manager

To use Data manager, here are the steps to follow: Right click on the PM icon on your desktopSelect Open File LocationWithin that folder double…

trust-tax-return-2020-capital-assets-tc-2-showing-incorrect-dates

Trust Tax Return 2020 Capital Assets TC 2 showing Incorrect Dates

This is a DEFECT in the software and will be fixed in Version 21.1.0, which is due to be released in April 2021. However, please…

user-getting-exception-report-when-trying-to-generate-sa907

User getting exception report when trying to generate SA907.

This issue has been raised with the Development software Team and would appear to be a defect within the software. This should be resolved in…

iris-accountancy-suite-migration-guide-ias-71022

IAS-71022 : IRIS Accountancy Suite Migration Guide

This knowledge base article is the outline of how to migrate IRIS Accountancy Suite from one machine to another and links to the how to…