Knowledge Base Articles

12189

Operating Appendix 5: Net of foreign tax credit relief

In order to comply with Appendix 5 you need to reduce the amount of tax the system will calculate based on the employee earnings, this…

12187

Making the most of IRIS OpenPayslips / IRIS OpenEnrol

This BiteSize course will help you get up and running quickly and easily.1. Setup and configuration2. Sending Payslips3. Publishing Pension Letters4. The employee portal5. The…

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PTP TR – How to edit the accounting period for self-employment

To edit the accounting period for self-employment please do the following within PTP Tax Platform: 1) Go into page 2 of the return 2) View…

kba-03649

PTP CT – How to print 64-8 for Corporation Tax Return

1) Go into PTP CT Platform 2) Select the client and click on Correspondence tab 3) Click on Print 64-8 (right-hand side and at the bottom…

kba-03648

PCSR – File (MULTI288) could not be opened. Error: Access Denied (5). when filing a change of officer details

The submission has gone through to Companies House successfully so nothing further needs to be done. This has been fixed version 18.3.1 or above. Below…

kba-03647

PTP TR – Validation warning: The Pattern constraint failed. Tag is ‘BusinessDescription’

To resolve the validation please do the following in PTP Tax Platform: - View the Self Assessment Return - Go to page 2 of the…

ias-12909

Personal Tax- 3001 5093 Invalid Authentication Type

Go to Client, View, Tax Tab and delete the Client UTR, save and exit then go back in and manually type in the clients UTR…

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How to access IRIS Help documents and guides on IRIS Personal Tax

1. Open IRIS Personal Tax 2. Press the 'Help' button which is located on the far right of the toolbar along the top of the…

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Where can the user find the Residence Questionnaire within IRIS Personal Tax

To open the residence questionnaire, please follow these steps: 1. Open IRIS Personal Tax and select a client 2. Select the 'Reliefs' tab 3. Expand…

kba-03644

PCSR – How to change the PTP Share Register data path

Locate the PTP Share Register icon on the desktop, then right click on the icon and select Properties. Select the Shortcut Tab and amend the…

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