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Personal Tax - SmartTax Queries and How to switch on/off?

Article ID
personal-tax-smarttax-computation-incorrect-how-to-switch-off
Article Name
Personal Tax - SmartTax Queries and How to switch on/off?
Created Date
19th July 2021
Product
Problem
In 2021 SmartTax was launched for IRIS Personal Tax. SmartTax is a way for the IRIS practice suite to utilise features and services from IRIS Elements without the need to leave your desktop. The widget-based system allows you to choose what feature you want to view as you work.
Resolution

Please ensure you are on IRIS version 21.2.0 or later versions (Help and About) as this loads SmartTax onto PT.

Disabling/Enabling the SmartTax feature: If you find that SmartTax isn’t a feature you wish to use, you can temporarily turn the ‘Sidebar’ off via the menu items. To turn SmartTax off temporarily go to Personal Tax > Setup >  Enable SmartTax and tick/untick it.

If PT closes with no warning OR you get a error message – when you load a client and after a few seconds it closes PT or an error message appears. You would need to switch off Smarttax first and then load the affected client.

If PT closes before you can switch off SmartTax – You can stop the automatic selection of the last client (which triggers PT to close). Load BT or AP or P11d etc -If you right hand click in the bar across the top of the screen (where the client ID is entered), you will get a screen displayed where you can select to not remember the last client selected. You can then load PT and go to Setup and untick ‘Enable SmartTax’.

If the SmartTax box has now vanished – load the IRIS main menu, File, System maint, System, Click ‘Refresh toggle features’ (at the bottom) and wait for it to say its done and now restart PT. IF Smarttax is still missing then its a pc display issue.

  1. On your laptops desktop, find and load Display or Resolution settings, the Scale setting is normally at 125% – change this to 100%. Wait for it to refresh and then load PT and Smarttax will reappear.
  2. If the text/size is too small to read then edit the Resolution setting from 1920×1080 to a lower setting like 1680×1050 or 1600×900. You will note the text size be increased. Be careful reducing the resolution too far will remove the Smarttax from view.

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