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How to enter a brokers schedule?

Article ID
ias-5068
Article Name
How to enter a brokers schedule?
Created Date
29th November 2007
Product
IRIS Personal Tax
Problem
How to enter a brokers schedule?
Resolution
Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital Assets. 3. Click on Other Capital gains then click on Add. 4. Enable the Broker’s Schedule option and enter a description, date gain rose, the proceeds, and the net gain after indexation, costs and taper relief. 5. When you generate the electronic tax return you will see that there is an option to attach an external PDF and therefore the brokers schedule that shows the breakdown of what you have entered needs to be attached as a PDF. Please note that the HMRC will only accept a PDF as an attachment.

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