Knowledge Base Articles

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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…

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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…

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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…

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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…

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How to make an entry on page SP1 Box 4 (Partnership Short, Box 4)

To make an entry inside this box you must enter a 'To' date inside the clients involvement screen by following the below steps. 1. Go…

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How to correct item added in previous year by mistake

Before editing any items: • Take a backup of current data •Make sure the problem entries are unreconciled •Make a note of the “Opening Balance”…

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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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AW8 Report showing zero (0.00) for previous years

Unfortunately, this report isn't able to report on these figures retrospectively and must populate the values as the payroll is processed. This means you will…

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