Personal Tax- Edit/delete client Repayment claim on TR5 for one client only?
Article ID
ias-12030
Article Name
Personal Tax- Edit/delete client Repayment claim on TR5 for one client only?
Created Date
13th October 2015
Product
IRIS Personal Tax
Problem
Personal Tax- To enter repayment details or if 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
There are two methods to claim repayment 1) This KB you are on now, 2) The other KB here
Use this to complete the repayment claim on the SA100 tax return for the selected client only. Note: If data is entered manually here then it will override any automatic option entered under Setup/Repayment Claims.
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. Complete/Edit the sections/fields. If you need to enter Bank etc details- click ‘Select Bank account’.
4. If you need to delete then click the Delete button and click Yes to the prompt stating “Delete Repayment Details”.
5. If question 19 is still being completed after following the above steps please check the global settings via the Toolbar – Setup | Repayment Claim OR if you need to complete the repayment for all clients. See the KB link here
6. The CLIENT option is ticked yet I cannot edit the address etc? The fields are greyed out because they are automatically set to the address under Client/View/ Address. So either go there and edit the address OR Click AGENT OR Click Other Nominee and fill in the fields.
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