Knowledge Base Articles

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2921 articles

ias-10344

IRIS Accounts Production

How do I apply tags at a Chart level?

Select - Setup | Account Chart | Highlight Chart | Choose - Amend | iXBRL Tags

ias-10326

IRIS Personal Tax

Personal Tax- How are capital losses offset against capital gains and edit it?

IRIS PT automatically offsets the current year gains against current year losses or brought forward losses. The losses usage are…

ias-10300

IRIS AutoMail

Word Font And Double line Spacing Settings Are Not Saving

You must recreate the default Normal.dotm template in Word. In Word select desired settings as outlined in KB IAS-11962 but…

ias-10296

IRIS Company Secretarial

How do I request information within Company Secretarial using CHOS?

From the IRIS Company Secretarial main menu: 1. Select - Client | Companies House Online Service A 'companies house online…

kba-03019

PTP TR - Personal allowance not being given for clients with an income over £100,000

From tax year 2011-12 and onwards, if the Adjusted net income is over £100,000, the Personal Allowance is reduced by half…

kba-03018

PTP Personal allowance being given for clients with an income over £100,000

The Personal Allowance is calculated from the Adjusted Net Income, as opposed to the actual Net Income, as per the HMRC guidance.…

kba-03013

PTP TP/CT - 1046 rejection

The HMRC username and password entered into the software needs to be identical to those held by HMRC. To edit these details, click…

kba-03014

PTP TP - Error in xml: tag is 'PostCode'

Users will need to rekey the postcode on the Client Main Details screen ensuring that there is only one space…

kba-03015

PTP TR - Pre filing validation or rejection regarding 'address' or 'line'

The address section on the Client Main Details tab, has restrictions of 28 characters on the 1st and 2nd line…

kba-03016

PTP TR - Not getting payments on account

There are a number of reasons why POAs may not appear 1. If the tax liability is less than £1000 2. If the…