Trust Tax- 3001 4020 4065 Error ‘Number of Other Trust rate Trusts’ (Fixed)

Article ID

trust-tax-3001-4020-4065-error-number-of-other-trust-rate-trusts

Article Name

Created Date

23rd May 2025

Problem

IRIS Trust Tax- 3001 4020 4065 Error 'Number of Other Trust rate Trusts'

Resolution

image 8 | Trust Tax- 3001 4020 4065 Error 'Number of Other Trust rate Trusts' (Fixed)

image 9 | Trust Tax- 3001 4020 4065 Error 'Number of Other Trust rate Trusts' (Fixed)

If you have updated to IRIS version 25.1.0 and 25.1.3.33 and entered a value entry in Page 5 Box 9B.1 (Go to Data Entry/Trusts/Other Trust information/’Number of other trusts’ field) but when you generate you get error ‘Number of Other Trust rate Trusts = XX’ and if you try and submit you then get the 3001 4020 4065 with same warning.

This is a DEFECT and is fixed with the IRIS version 25.1.4.42. We apologise for any inconvenience caused.

Workaround: If you urgently need to submit it then remove the value in box 9B.1, and check the Tax comp and Tax return. If the tax calculation is what you still expected then add a NOTE to the tax return to state box 9B.1 should be populated with XX and you plan to submit an amended return once a fix is released. If the Tax calculation changes by removing the entry in 9B.1 then please await further news.

image 6 | Trust Tax- 3001 4020 4065 Error 'Number of Other Trust rate Trusts' (Fixed)

image 7 | Trust Tax- 3001 4020 4065 Error 'Number of Other Trust rate Trusts' (Fixed)

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