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Personal Tax: Other/Private pension incorrect/missing on Tax comp

Article ID
personal-tax-other-private-pension-missing-from-tax-comp
Article Name
Personal Tax: Other/Private pension incorrect/missing on Tax comp
Created Date
9th August 2021
Product
Problem
IRIS Personal Tax: Other/private pension entry is incorrect or missing from Tax comp yet it appears on the Schedules of Data report
Resolution
  1. Load the Client and select the relevant year
  2. Setup
  3. Retrieve ‘HMRC data practice options’
  4. Switch on all 5 tick boxes and OK
  1. Pensions and State benefits,  Other Pensions
  2. On bottom right – ‘View pension and state benefit summary
  3. Tick ‘Manual value’ (not HMRC value)
  4. It will now appear on the Tax computation.

NOTE: When it uses the HMRC value and not manual value; it will appear on the ‘Exception report’ when you run a Tax comp etc. You can then decide whether to use your manual value on step 6.

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