Knowledge Base Articles

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PTP TE – How to Migrate PTP Tax Expense

1. Install SQL Server on the new machine. Click here to view the SQL Server installation guide and obtain the latest supported SQL Server express download. Follow…

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PTP TE – How to deploy PTP Tax Expense on a Workstation

1. Share the PTP TaxExpense Data folder on the server. Click here to view the guide on this 2. Install PTP Tax Expense on the…

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PTP TE – How to find or change the data location for PTP TaxExpense

Go into your PTP installation folder on your machine and look for the file called PTP.ini (If you can’t see it make sure you have…

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Personal Tax- Period Reform: How to show Transitional Profits 2024 examples/queries/reports

UPDATE JULY/AUGUST 2024: We have been advised by HMRC on how to cater for this scenario (on extended/shortened periods) and have released the IRIS version…

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PTP TE – Class 1A NIC report is using incorrect percentage of 14.53%

The P11Ds and P11D(b) are using the correct percentage of 13.8% so submissions to HMRC are unaffected. The Class 1A NIC report will be corrected…

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PTP TR – Unable to force full Partnership pages to enter transitional profits

This is currently being investigated by the Development team.

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Business Tax- You must provide a Tax computation with the return

1.Load the client in BT and relevant period 2. Data Entry and Summary 3. On the bottom left - ensure the Computations 'For Return period'…

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AA02 – Unable to file submissions – Error 9999

Following the recent changes to companies house, when trying to file an AA02 submission in IRIS Company Secretarial you get the following error message. Dormant…

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Business Tax- Add Groups and Consortium entry (CT600C) to surrender/claim loss

The IRIS help link here for the full guide on how to surrender/claim a loss against profits. If you get a warning or error box…

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Personal/Trust Tax- Edit HMRC Interest Rates

You have an incorrect HMRC Interest rate being applied in Personal Tax or Trust Tax. 1.Load Personal Tax or Trust tax 2. Administration and 'HM…