Knowledge Base Articles

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2924 articles

personal-tax-iris-has-detected-the-utr-xxx-for-client-does-not-match-utr-xxx

Personal Tax- IRIS has detected the UTR XXX for client does not match UTR XXX

If you get this rejection warning: Go to Client/ View/ Tax tab/ Remove the UTR/ Click save and then close…

personal-tax-vat-filer-hmrc-login-screen-not-showing-missing

Personal Tax/VAT Filer- HMRC login screen not showing/missing OR You cannot access the service from this page

To use the clients HMRC data retrieval in PT or get data for a company for the VAT filer you…

iris-live-support-and-issues

IRIS LIVE (IRIS Financials) support and issues

IRIS LIVE is part of IRIS Financials within the Education sector Please do contact their support desk on: 0344 815…

personal-tax-3001-6449-amount-in-box-fse79-exceeds-fse77-minus-fse78

Personal Tax- 3001 6449 Amount in box (FSE79) exceeds (FSE77) minus (FSE78)

What 'FSE' means = Full Self Employment 3001 6449: please check what you entered in Self Employment for loss carry…

business-tax-group-and-consortium-function-crashing

Business Tax- Group and Consortium function crashing

Run this fix first to ensure the loss values are picked up correctly: https://www.iris.co.uk/support/knowledgebase/kb/business-tax-group-consortium-this-client-cannot-claim-any-amount-under-group-relief-provisions/ and then access the Group/consort tool…

personal-tax-uk-property-sa108-tax-on-gains-box-9-already-charged-3001-8392-cgt10-present-cgt9-present

Personal Tax- UK property SA108 tax on gains Box 9 already charged. 3001 8392 CGT10 present CGT9 present

1.Dividends and Capitals assets- check Assets and OCG for any asset disposals in the affected year- open the disposal and…

personal-tax-vat-filer-you-have-chosen-to-stop-the-hmrc-data-collection

Personal Tax/VAT Filer- You have chosen to stop the HMRC data collection

The PT HMRC data retrieval and VAT Filer needs your Agent or ASA Credentials approved by them to allow the…

personal-tax-brokers-schedule-triggers-acquisition-date-16-03-1998

Personal Tax- Broker’s Schedule triggers acquisition date 16/03/1998?

This is a HMRC rule where that date will be used. If the brokers schedule has been ticked, IRIS will…

business-tax-line-1-of-the-address-contains-more-than-28-characters

Business Tax- Line 1 of the address contains more than 28 characters

Client | View | Address - check if it was correct in here (not over 28 characters) – Line 1…

kba-03825

PCSR - 9999 Rejection for AA02 form

The functionality to efile the AA02 form was introduced in the Winter 2021 release.  The mechanism which was used to…