Knowledge Base Articles

personal-tax-expense-types-for-sole-trade-not-showing-on-ses-pages-sa100

Personal Tax- Expense types for sole trade missing on SES/SEF pages SA100

If below £85,000 income - it will not show the breakdown of expenses on the SES/SEF pages, it will only show as a TOTAL value.…

personal-tax-exception-pension-contributions-exceed-100-of-net-earnings

Personal Tax- Exception pension contributions exceed 100% of net earnings

It is an exception - Please double check your entry and if its correct then you can ignore this, as it should not block a…

trust-tax-enter-address-in-the-issue-address-box

Trust tax- Enter address in the ‘Issue address’ box

IRIS Trust tax- you need to enter a persons address in the 'issue address' box on page 1 1.Client/ view/Related/ Involvements/ find the principle trustee…

personal-tax-capital-gains-time-apportionment

Personal Tax- Capital Gains Annual Exemption and Property Time apportionment

IRIS PT will apply the Capital Gain Annual Exemption and does not calculate time apportionment for Capital Assets or UK/Foreign Property. The Capital gain Annual…

personal-tax-pension-is-showing-a-10-deduction-on-tax-comp

Personal Tax- Pension is showing a 10% deduction on tax comp

Our Development team have been working on this and can confirm that this is an issue within the software and the 10% deduction is showing…

personal-tax-part-and-full-distribution-disposal-of-shares-dividend-distribution

Personal Tax- Part and Full Distribution Disposal of Shares? Dividend/Capital Distribution

If a Share: There is a Dividend Distribution option in PT (Capital Asses/ Shareholdings/ Dividends)- see the very bottom for image If a Non Share/Dividend…

personal-tax-error-one-off-registered-pension-schemes-payments

Personal Tax- Error: One off registered pension schemes payments

You get this error in PT, this has been reported to our Development team and are investigating. We will be updating this KB once we…

personal-tax-sa108-gains-seed-enterprise-must-not-exceed-50000-100000-200000

Personal Tax- SA108 gains SEIS,SEED Enterprise Scheme(EIS), must not exceed £50,000, £100,000, £200,000 etc

The rules below on this KB is for the 2022 HMRC (50K limit): The relief limit may change per YEAR eg 100K, 200K etc. The…

personal-tax-pension-contribution-total-is-higher-on-tax-comp-etc-12-5-increase

Personal Tax- Pension Contribution total is higher on Tax comp etc 12.5% increase

For example you enter £1000 Pension Contribution but on the Schedules and Tax comp - it appears as £1250 which is a 12.5% increase, why?…

pt-bt-ap-view-print-report-and-no-values-show-or-visual-issues

PT/BT/AP – View/print report and no values show or visual issues, also if crashing/hanging

For example when you run/view a Tax comp/Annual report/Tax return on screen and you get these results. It can also happens in IRIS HOSTING. a.…

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