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Personal Tax: Unlisted Share and Securities - There is a entry in (SA108 Losses claimed against income etc)

Article ID

personal-tax-unlisted-share-and-securities-there-is-a-entry-in-sa108-losses-claimed-against-income-etc

Article Name

Personal Tax: Unlisted Share and Securities - There is a entry in (SA108 Losses claimed against income etc)

Created Date

17th January 2022

Product

Problem

IRIS Personal Tax: Unlisted Share and Securities - There is a entry in (SA108 Losses claimed against income etc)

Resolution

tax

1.Edit / Capital Assets / Other Capital Gains OR shares (check both).  Open the related loss on the share and please select ‘Unlisted Shares’ in Asset Type | OK. 

2. Regenerate and submit. If you get a similar error again then check the total share loss claim and entries

3. Go to Capitals assets/ Edit/ Losses and other info – look at the TWO loss claim entries on bottom right of losses to be used (Share loss relief used). Do they add up the total loss value of the unlisted shares? They have to add up correctly or you will get this error.

4. Open the shareholding or OCG event which was ticked unlisted shares – if it was ticked as ‘Business Assets’ then untick it and save.

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