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IRIS Trust Tax Knowledge Base

26 articles

personal-trust-tax-edit-interest-rates

IRIS Personal Tax, IRIS Trust Tax

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…

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

IRIS Trust Tax

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/…

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

IRIS Personal Tax, IRIS Business Tax, IRIS P11D, IRIS Trust Tax

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

Any Gateway or Transmission issues are usually as a result of the HMRC server experiencing a busy period; self-assessment submissions…

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

IRIS P11D, IRIS Business Tax, IRIS Personal Tax, IRIS Trust Tax

Personal, Business, Trust Tax- How to Import 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…

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

IRIS Business Tax, IRIS Personal Tax, IRIS Accounts Production, IRIS Trust Tax

IRIS AP, PT, BT, Trust tax: Need report on active clients

If using Accounts Production - Go to Help and About, the 'Accounts Productions' Tab- it will list the number of…

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

IRIS Trust Tax

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…

kas-0030

IRIS Keytime Practice Manager, IRIS Trust Tax, IRIS Keytime Accounts Production, IRIS Keytime Corporation Tax, IRIS Keytime Personal Tax

IRIS Keytime Data Manager

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

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

IRIS Trust Tax

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…

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

IRIS Trust Tax

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.…

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

IRIS Accounts Production, IRIS Business Tax, IRIS Personal Tax, IRIS Practice Management, IRIS Time and Fees, IRIS AutoMail, IRIS Company Formations, IRIS Company Secretarial, IRIS VAT Filer, IRIS Trust Tax, IRIS SA700, IRIS Fixed Asset Register, IRIS Charity Formats

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…