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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.

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