Knowledge Base Articles

ias-12886

In Personal Tax for a client, it shows as male instead female should be selected

To resolve the query above please do the following within Personal Tax: - Client - View - Marriages - View - Delete - Close from…

11737

How to display leavers on the “Select Employee” list

By default, payroll will list only the active employee on the payroll. You can change this setting if you need to look up leavers details:…

ias-12882

Personal Tax- Tax Computation ‘Non repayable tax credits on dividends’?

Your client is receiving a Dividend tax credit which was never paid on the Tax Comp. HMRC rule being applied: According to ITTOIA Act 2005…

ias-12883

The amounts from Accounts Production not pulling through to Tax Computation

Please do the following to resolve this issue in Business Tax: - Go to Client in the top left-hand cornerViewPlease check the Trading: Commenced date…

ias-12875

Personal Tax- Notional tax from Chargeable Event gain shows as Refund?

This is a HMRC rule applied- First the notional tax reduces the tax to 0 , then ANY the tax deducted at source (if any)-…

kba-03633

AML – how to generate a report of personnel completing training events

Go to MLRO/Administrator Functions > Personnel Training > open the relevant training event record > select the Participants tab. This screen will show a list…

12086

Automatic re-enrolment for AE Pensions

Re-enrolment Re-enrolment occurs approximately 3 years after the company’s staging date and then every 3 years after that. At the company’s re-enrolment date eligible jobholders…

ias-12873

Trying to retrieve HMRC data for 2017/2018 but it is picking up 2016/2017 figure

We recently discovered that our bring forward routine in IRIS Personal Tax was incorrectly rolling forward the HMRC pre-population values from the 2017 tax year…

11795

How can I adjust the opening year balance?

You can adjust the opening balance by clicking on the "Setup" menu item. This will open the Setup window, click "To alter Accounts" and select the…

ias-12871

Business Tax- Invalid Data Entry: Name, Data or Status (Capital Allowances)

The validation could be similar to this below, either name, data or status: If you receive the message above please do the following steps within…

Knowledge Base Articles

Knowledge Base

Newsletter