Knowledge Base Articles

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2631 articles

personal-tax-making-tax-digital-and-mtd-status

Personal Tax: Making Tax Digital and MTD Status

October 2021: The government has now delayed the start of MTD ITSA to 6 April 2024, with MTD for general…

personal-tax-how-to-edit-nic-class-2-and-4

Personal Tax - How to edit NIC Class 2 and 4?

How to edit Class NIC4 If they have Employment income – Income, Employment, Earnings/Foreign earnings, Open the employment and enter…

personal-and-business-tax-you-must-setup-your-user-id-and-password-before-generating-an-internet

Personal and Business Tax: You must setup your User ID and password before generating an Internet

Log in to IRIS as a MASTER userLoad client in PT or BTSetupPractice optionsTax optionsMake sure  the Self assessment Tab…

ps-2586-charge-rate-defaulting-to-incorrect-rate

IRIS 21.2.0 - Charge Rate Defaulting to Incorrect Rate

We have identified a defect in version 21.2.0.376 when a worktype has an assigned charge rate the next line is…

personal-business-tax-how-to-password-protect-a-client

Personal/Business/Trust Tax: How to password protect a client?

Load the client in PT or BT or TTClient and ViewAdvancedConfidentialityEnter password and OkWhenever anyone loads this client – it…

personal-tax-property-loss-and-claim-private-residence-relief

Personal Tax: Property Loss and claim Private residence relief?

HMRC Restriction – You cannot claim a relief against a loss. Workaround - Adjust the disposal amount to obtain the…

kba-03798

PTP TR - Where there are multiple foreign pensions the total is not printing in box 9 on SA106

This issue affects the printed copy of the Foreign pages, SA106, where multiple foreign pages have been received.  HMRC supply…

personal-tax-partnership-shows-up-as-sole-trader-or-you-only-deal-with-one-of-the-partners

Personal Tax- Partnership shows up as Sole trader OR you only deal with one of the Partners

To trigger the partnership pages you need two or more partners within the Partnership. If you only create one partner…

personal-tax-how-to-use-eis-share-loss-against-current-income-tax

Personal Tax: How to use EIS Share loss against current income tax?

To use EIS share loss against current years income tax Load the client and the relevant year of lossEdit, Capital…

business-tax-invalid-data-entry-income-if-charity-or-non-profit

Business Tax: Invalid data entry 'Income' (If Charity or Non profit)

Load the client and select relevant periodData EntryCharities and CASCs CT600 (E)Income and expend and charity assets – Please check…