Knowledge Base Articles

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2926 articles

business-tax-top-menu-bar-greyed-out-and-no-options-appear

Business Tax- Top menu bar greyed out and no options appear

When you load a company in Business Tax but the top menu bar is greyed out and no options appear…

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PCSR - How to merge duplicate persons

1. Select All Persons records from the Actions panel 2. Highlight the record which is to be merged (this record will…

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IRIS Elements- How to create clients and show on Dashboard?

Once you have created a client -i.e Go to top and select CLIENT and Add Client and save all their…

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Personal Tax- Trade loss to offset income but not giving 100% relief on Tax comp (Capped £50,000)

For Example: In the current year you have £100,000 Sole trade or Partnership loss and you want to use this…

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Personal Tax- SA109 Unremitted income and gains under £2000 OR error 3001 8573 NRD29 23.1 and 23.2 etc

1.Load the client in PT and correct year. 2. Reliefs, Misc, Resident Questionnaire 3. Remittance Basis TAB , and the…

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Personal Tax- 3001 6599/6133 FOR4C and FOR4B or similar

You may have a foreign entry which is just over/under £1, income is rounded down to the nearest pound and…

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Personal Tax- Residence Question Remittance Basis Charge claim?

When can I declare the Remittance Basis under the Resident Questionnaire. Load Client and go to Reliefs, Misc, Resident Questionnaire,…

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Personal Tax- SA107 Trust Income chargeable on Settlors

You need to populate SA107 Trust Income chargeable on Settlors on page T1 (boxes 13 and 14). Open the client…

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Personal Tax- Invalid Number of Full Partnership Schedules. SA104F MTR

HMRC rule: You can ONLY have a maximum number of 50 Partnerships/LLPs set up. The example above has 53 FULL…

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Personal Tax- SA105/SA106 loss set off against total income should not be present PRO20.2 OR Furnished holiday let balance charge EEA absent/not exceed £150,000 OR 8056/8270

3001 8506 Entry in box SA105 loss set off against total income should not be present PRO20.2 OR Total of…