Personal Tax- Get full Self Employment/Partnership pages instead of short pages

ias-10590

Personal Tax- Get full Self Employment/Partnership pages instead of short pages

29th August 2012

IRIS Personal Tax is generating a set of full Self Employment/Partnership pages instead of short pages.

You want Short pages showing however Full self employment pages are required and will be generated automatically by IRIS if any of the following reasons apply to this client, please find the list of entries which can trigger the FULL pages.

If you want Full pages showing? Open the period, Business Details and tick ‘Force Full Self employment pages’.

You want Full Partnership pages are required instead of short– Load the PT client, open the relevant period, Business Details Tab, tick ‘Force Full Partnership pages’. There is no function/override to force pages to short.

NOTE: If you have checked all the steps below, then there are boxes in the PT data entry screens which is only present on the full return pages and not the short return pages. If the software is producing a full return there is not a way to make the software produce a short return.

1. If there are transitional profits being calculated from 2024 onwards then FULL pages are required (or the return submission can be rejected)
2. Turnover of more than £82,000 or would have been if the business traded for 12 months
3. A tick is included in the balance sheet information in Business Details.
4. The basis period is not the same as the account period
5. Overlap relief has been claimed
6. The client has a UITF 40 adjustment claim
7. The client has made a claim for farmers or creative averaging
8. The client has claimed Agricultural or industrial building allowance.
9. There has been a change of account date
10. There is an entry within ‘deductions from net profits’. – there WAS a entry – this triggers the full pages
11. There is an adjustment to profit chargeable to Class 4 NICs (box 101 on full pages)
12. There has been a box completed in the data entry screen which is only present on the full return and not the short return
13. If there are two trades – One trade has a loss and the other trade has a profit. PT has offset it automatically

If you are on 25.1.3/25.1.4/25.2 IRIS version and you getting FULL Self Employment pages but expected SHORT. You have checked the steps below and cannot find a cause and you do NOT have period end dates of 05/04/XXXX (Also if you have periods of 05/04/XXXX), then please update to the latest version 25.3.0. NOTE if you have 2024 transitional profits carried forward to 2025 it will always FORCE FULL pages (Step13).