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Personal Tax- Import Echecklist from Openspace, get Exceptions, Failed, Invocation for all clients

Article ID

personal-tax-import-echecklist-from-openspace-get-exceptions-failed-invocation-for-all-clients

Article Name

Personal Tax- Import Echecklist from Openspace, get Exceptions, Failed, Invocation for all clients

Created Date

21st December 2023

Product

IRIS Personal Tax, IRIS OpenSpace

Problem

IRIS Personal Tax- Import Echecklist into PT from Openspace and get Exceptions, Failed, Invocation warnings for all clients

Resolution

When you import Echecklist into PT (from Openspace) using View/edit and Print and get the Exceptions, Failed, Invocation warnings for clients in a specific year.

IF ALL clients are affected and ALL users cannot import the data into PT– this can be caused by your IT security software intercepting the EChecklist files when they are being downloaded and modifying them, thus causing these warnings. Please go to your IT team to whitelist:

Once this have been allowed/permitted – get all users off IRIS and Restart IRIS – log back into PT and import the checklists.

If you still have the same issues then email IRIS support at ‘support@iris.co.uk’ – with the heading ‘Import Echecklist into PT, Exceptions, Failed, Invocation- all clients’. As we will need to get more data from your IT team.

Workaround if urgent: Log into your own OS account and you should be able to view the echecklists here and manually note the values and manually enter them into their PT account.

tax

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