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PTP TR - Information Request not refreshing for some types of income

Article ID
kba-03772
Article Name
PTP TR - Information Request not refreshing for some types of income
Created Date
5th March 2021
Product
Problem
When producing an Information Request for multiple clients, either via the Mail Merge function or via the Info Request View PDF, certain data items from the first client are appearing on subsequent client Information Requests. The data items affected are Self Employment, Interest, Dividends and Gift Aid.
Resolution

The workaround is to view the 2020 return for a particular client immediately prior to generating the Information Request via the View PDF button in the Info Request section on the Client Tax Returns tab.  There is no workaround for the bulk Information Request via Mail Merge.  This is scheduled to be corrected in the April 2021 release.

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