Knowledge Base Articles

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3027 articles

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How do I include an Accounting Policy for Going Concern within the Accounts?

IRIS does not automatically generate an Accounting Policy for Going Concern. If users require an Accounting Policy for Going Concern a Freeform Accounting Policy can…

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How do I create a customisable report within IRIS Company Secretarial?

The Customisable Report allows a multitude of different types of information to be shown in one report for a particular client. To generate a Customisable…

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Deleting the e-checklist and getting “Cannot connect to Openspace”

This is not an issue, this error appears because there is no connection between Personal Tax and Openspace. The only option available is to take…

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Error Code 440 – Automation Error

Users are required to: 1. Open Control Panel 2. Open Program and Features 3. Select PTP Platform 4. Select uninstall 5. Click here to download the current…

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Recreating the PTP logins following a database restore

The steps below will take you through the process of recreating these logins For Windows 7 or Server 2008 Users: Click the Start buttonType CMD…

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Trust tax- Invalid Data Entry: Address Incomplete content, 3001 4066

This error message is presented when the address information for related parties for the Trust is not fully complete; full address information needs to be…

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Personal Tax- How to enter Foreign/Partially Foreign (Self)-Employment or Partnership income

1. Load client in Personal Tax, navigate to Employment OR Trade Profession or Vocation and then Sole Trade or Partnership. 2. If Employment - Go…

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Where to enter Tax Avoidance Scheme information in Personal Tax

1. In Personal Tax, click on the Reliefs tab 2. Open the Miscellaneous folder and then click Tax Avoidance Schemes 3. Click New at the…

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R185 Foreign Income

The first box shows the Gross amount of income before deducting any UK, foreign or special withholding tax. NB: This is the actual figure entered…

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Personal Tax- Claim ‘Relief’ for Capital Gain Shares/Assets

To claim a relief for a capital share/asset: Note: the software does not calculate the relief value, the user is expected to make a manual…