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2929 articles

personal-tax-e-checklist-generate-error-generating-xml-document

Personal Tax- E-checklist generate 'Error generating XML document'

When you try and generate a E-checklist for a client and get this warning Follow these steps below to rectify…

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Personal Tax- UK Property and Rent-a-room scheme relief

Log into Iris Personal Tax and select the client and year Click on UK Land and Property | Property Income…

personal-tax-capital-gain-disposal-but-no-cg-pages-are-produced

Personal Tax- Capital Gain disposal but no CG pages are produced

1.Load the client and relevant year 2. Dividends and Capital assets 3. Edit and Losses and other information 4. Tick…

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PTP - How to Update PTP TaxExpense

This guide will show you how to update PTP TaxExpense to the latest version. Please follow the instructions below. 1.…

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How to restore IRIS using SQL Server Management Studio

1. Click on the Windows icon and locate the application folder Microsoft SQL Server Tools. Once expanded select the program…

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P11D- 3001 7790 P11d NIC payable must equal 14.53% of the total benefit

Once updated to IRIS version 23.1.0, when submitting a P11D - you are getting this warning however the calculation for…

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PTP TE - The username and/or password are not recognised when logging in after updating to version 23.1.224

The warning is appearing even when the correct details have been entered. This issue has been fixed in version 23.1.234…

personal-tax-using-client-paper-checklists-and-queries

Personal Tax- Using Client Paper Checklists and Queries

If you are on IRIS 24.1.0.576 version- When you load the checklist for a client for 2024 but it hangs…

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PTP- Trust Tax - 2023 Trust tax return submission being treated as 2022

It has been reported that in some cases when attempting to submit a 2023 Trust Tax Return, a ‘rejection error…

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PTP TR - Unable to pay voluntary Class 2 NIC if profit between £6725 and £11908

HMRC have advised the following in their SA103S/SA103F/SA104S/SA104F notes: If your taxable profits are less than £6,725 or you made…