Knowledge Base Articles

11880

Employee AE History

Where can I access the Employee AE History The Employee AE History is accessed from the "Pension Tab" : Viewing the AE History of an…

11695

GP Accounts Bank Reconciliation Tips

Click here to download an interactive video tutorial. Recovery Point If you keep a regular recovery point you can restore this back to the last…

11818

Backing up and restoring data

The Backup and restore options can be found in "File" > "Back up & Restore": Back-up Company Data Select the companies whose data you want…

11640

Paying holiday pay

Paying Holiday Pay Holiday pay is assigned to employees on the "Do/Redo Payroll" screen. Click on the holiday button down the right-hand side of the…

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PTP TR – How to make a manual entry for balancing charge for capital allowances: box 26 in the self-employment(short) or box 59 in the self-employment (full)

Please do the following:- Go into Tax Platform - View the Individual Tax Return - Go into page 2 - Click on the backing schedule for self-employment -…

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AML – What is the process of data to be destroyed

1) Highlight the relevant Client 2) Click on the 'Open' button 3) Click on the 'Other Info' tab and remove the tick from 'Active Client' 4) Enter…

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PTP TR – Calculation of Foreign Tax Credit Relief (FTCR)

PTP calculates the Foreign Tax Credit Relief automatically depending on the income on the return. The software deals with the items of foreign income in order…

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…

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