Knowledge Base Articles

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Knowledge Base

3023 articles

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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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How do I copy posting entries from one post file to another?

Users are required to select, Posting | Select | Highlight the relevant post file | OK Within the posting screen select, Advanced | Import TB…

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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…

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How to deal with foster carers

1) Income Menu - Trade, Profession or Vocation – Sole Trade or Partnership 2) Highlight the accounting period in question and click Edit at the…

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Installation Error – 6 – Creating Database

The IRIS Support team will need to investigate this failure, use the instructions below to send your installation logs to us Details for sending in…

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Installation Error – 7 – SQL Database Update Failure

The IRIS Support team will need to investigate this failure, use the instructions below to send your installation logs to us Details for sending in…