How to delete or remove the repayment claim section on TR 5?

Article ID

ias-12030

Article Name

How to delete or remove the repayment claim section on TR 5?

Created Date

13th October 2015

Product

IRIS Personal Tax

Problem

The option to claim a repayment has been un-ticked but IRIS is still putting details into question 19 of the Self Assessment Tax Return.

Resolution

The repayment claim must be deleted from the data entry screen. Users are required to: 1. Log into Personal Tax and select the relevant client. 2. Click on the Relief’s tab, then click on the yellow folder labelled miscellaneous then click on the Repayment Claim option. 3. Click the Delete button and click Yes to the prompt stating “Delete Repayment Details”. If question 19 is still being completed after following the above steps please check the global settings via the Toolbar – Setup | Repayment Claim.