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IRIS Personal Tax Knowledge Base

348 articles

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

IRIS Personal Tax

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…

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

IRIS Personal Tax, IRIS Business Tax, IRIS Accounts Production

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 a. No text/values…

personal-tax-import-echecklist-from-openspace-get-exceptions-failed-invocation-for-all-clients

IRIS Personal Tax, IRIS OpenSpace

Personal Tax- Import Echecklist from Openspace, get Exceptions, Failed, Invocation for all clients

When you import Echecklist into PT (from Openspace) using View/edit and Print and get the Exceptions, Failed, Invocation warnings for…

personal-tax-tax-otherwise-chargeable-on-non-excluded-income

IRIS Personal Tax

Personal Tax- 'Tax Otherwise chargeable on non-excluded income'

If your client is Non Resident and when you run a tax comp, you get a extra line showing 'Tax…

business-personal-tax-submitted-hmrc-confirmation-receipt-and-email

IRIS Personal Tax, IRIS Business Tax

Business/Personal Tax submitted- HMRC confirmation receipt and email and IR Mark

When you have succesfully submitted a CT600/SA100 you should receive two items back - the Receipt and the HMRC email…

business-personal-tax-edit-agent-invalid-folder-com-track-box-appears

IRIS Business Tax, IRIS Personal Tax

Business/Personal Tax- Edit Agent, Invalid Folder, Com Track OR F/T box appears

When you make a edit to your agent address, agent credentials etc then a invalid folder warning and the 'Com…

personal-tax-farmers-averaging-use-iris-figures-and-pt-crash

IRIS Personal Tax

Personal Tax- Farmers Averaging 'Use IRIS Figures' and PT crash

This issue has been confirmed as a DEFECT in IRIS Version 23.3.0 and fixed when you update to IRIS Version…

personal-tax-3001-8423-8414-cgt41-less-equal-to-cgt35

IRIS Personal Tax

Personal Tax- 3001 8423 8414 CGT41 Less Equal to CGT35

The reason you are receiving the error is because there needs to be an entry in box 35, losses for…

personal-tax-tax-comp-has-unknown-ee-against-a-income-type

IRIS Personal Tax

Personal Tax- Tax comp has unknown 'E','e' against a income type

What is 'E' = Estimated 1.Load the client in Personal tax 2. Check the income type and review all the…

personal-tax-share-disposals-appear-as-s-104-holding

IRIS Personal Tax

Personal Tax- Share disposals appear as S.104 Holding?

When you dispose of shares - they may appear under the Capital Gains comp as a 'S.104 Holding' (Section 104)…