Knowledge Base Articles

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Knowledge Base

3023 articles

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How to send E-Mails from Automail/Practice management in bulk (Also works for Openspace)

It is recommended to have two different templates if you have clients that want by post or by E-mail. That way you can generate for…

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How to assign job Partners/Managers/Assignees in bulk

From practice management, Launch | Job Planning - Select Service - Tick all stages under 'Include Jobs', Ensure 'All Clients' are selected under 'Include Clients'…

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Business Tax- Error 3001 1610 fact check the accounting period for this amended return does not match the records currently held for the company

This error is coming from HMRC when you are trying to submit an amended return- so contact HMRC support and ask to speak to a…

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How to clear a draft bill

From the Client Billing Decision's screen;- 1) Select the client 2) Yes (to open the draft bill) 3) Click 'Action' at the bottom 4) Remove…

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VS Shell installation has failed with exit code 1638

Check if you have Microsoft Visual C++ 2015 installed, if you do, install Microsoft Visual C++ 2017 (x86) and (x64), restart the PC and then…

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Error 9999 in Accounts Production

Please find the resoution below for the above errors 1. In order to correct your accounts for Companies House submission,, simply go to Client/View/Related Tab,…

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Is it possible to add a nominal code to the chart of accounts?

It is not possible to add new nominal account codes to any of the IRIS charts of accounts If there is no specific code for…

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Error Sending RTI Submissions: 501 Not Found

The issue is likely your computers security setup. The following addresses should be whitelisted/excluded from AV software, firewalls, etc.  https://transaction-engine.tax.service.gov.uk Specifically, in IRIS software we communicate…

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How do I can view a list of bank names for each client?

1. Go to the IRIS suite menu and click File on the top toolbar 2. System Maintenance 3. System 4. Browse bank accounts

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Business Tax- Invalid Data Entry: ‘TaxReference’ element is invalid, 3001 4082 4065

This is normally linked to the Group and Consortium section - please do the following in Business Tax: 1.Go to Data Entry in the top…