Knowledge Base Articles

ias-12847

How to remove the End Date for a Sole Trade within Personal tax?

To remove the End Date for a Sole Trade please do the following within Personal Tax: - Trade, Professional or Vocation - Sole Trade or…

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IRIS OpenEnrol: Removal of Addresses in emails & email attachment pension letters.

Since the introduction of General Data Protection Regulations (GDPR), on 25th May 2018, we’re hiding the employee address on pension letters emailed to the employee,…

ias-12845

There is an entry in SA100 Student Loan Plan Type, please complete SA100

To resolve the above please do the following in Personal Tax: - Reliefs Tab - Miscellaneous - Tax Calculation - Student Loans - Tick the…

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PTP Trust – How to complete Question 13 on page 7 of the Trust return

The following data items must be completed directly on Question 13. Running the Tax Calculation will populate the remainder of the boxes based on the entries elsewhere…

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PTP TPO – abnormal program termination error

The likelihood is the user trying to access the software is not the person who installed it. A PTP folder needs to be present in the user…

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PTP TR – dividend tax credit for non-resident clients

Although tax credits were removed generally for dividends from April 2016 they still apply for non-resident clients. Please find below links to S399 of the Income…

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PTP TR – why is the basic rate deduction for finance costs not appearing in the tax calculation

The deduction is worked out as 20% of the lower of: 1. The finance costs not deducted from rental income in the year 2. The…

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PCSR – Part 1 of the CS01 is not populating with the SIC code change

- Highlight the company and click on the 'Open' button (at the bottom of the screen) - Go into 'Company' tab - Click on the 'Last…

ias-12844

Personal Tax- Property Mortgage interest/Residential finance Cost Relief is missing/incorrect

This HMRC legislation was brought in from 2018, whereby 25% of the Expense type 16 or 17 for a property will be taxed at the…

ias-12842

Personal Tax- How to produce a Tax Overview?

This cannot be created in IRIS Tax Accountancy. To produce a Tax Overview please do the following on the HMRC site: - Login into HMRC…

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