Knowledge Base Articles

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Knowledge Base

2926 articles

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…

kba-03017

PTP PTR - Filing a partnership return with more than one trade or period

Due to an HMRC restriction it is not possible to file online a partnership with two trades or two periods. There is…

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IRIS Business Tax

Online amendments that generate a repayment claim

'If a company makes an online amendment that generates a repayment and either nominee or BACS details are changed on…

kba-02997

PTP I20xx server not installed (were xx is the year needed)

The PTP Platform Earlier Years installation needs to be run on this particular machine. Please click on the link below…

ias-10148

IRIS Personal Tax

Personal Tax- 3001 6591 Capital Gains Tax box [CAL5] does not agree with the calculated value of +/-£x value

3001 6591 is a general HMRC warning that you have a Capital gain/share entry where a value entry or tick…

ias-10136

IRIS Trust Tax

CGT exemption not applied automatically to estates in administration

The annual exemption is only available for the first 2 years after the date of death, to enter the date…