Knowledge Base Articles

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How to create a report listing tax returns that have not been prepared in FBI

Open Tax Platform and select the blue reports icon at the top of the screen (second icon from left to right) Select the chosen tax…

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PTP TR – Claiming Married Couples Allowance (MCA)

On the ‘Client Tax Returns’ tab, under ‘Year specific client details’ the marital status should be set to married and the spouses’s date of birth…

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PTP TR – Formula used for the cost figure on a part disposal of a land and property asset

The original cost is multiplied by A/(A+B) where A is the proceeds and B is the part retained Original Cost x (A/(A+B)) = Cost used…

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Personal Tax- Foreign Tax Credit Relief is missing or a less relief amount

You have entered a Foreign Tax Credit Relief but the Tax comp is not applying the full relief value but shows a reduced or NIL(Missing)…

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PTP CT – How to enter that company has ceased trading

Open the CT return period. Go to page 2 and select the fanned pages at box 155. The Adjustment to Profit screen will appear. At…

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AutoMail crashed when generating letters, that contain Virtual Cabinet Trailers

The following will need to be carried out: Remove trailers Existing document Templates would need to get recreated If using the Virtual Cabinet product all…

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PTP TR – FBI Message appearing “Must fill in bank or building society details for repayment on page 6”

If there is no repayment due, then please check on page TR6 that there isn't a cross above box 10. If so, then please remove the cross…

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PTP TP – How to send an amended tax return where the original was not submitted through PTP

It is possible, however amendments made more than 12 months after the online filing deadline for that tax year should be submitted on paper. Once the tax…

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PTP TR – Why are the bank details disappearing when printing or going through FBI?

Bank details will usually disappear if users are trying to claim a refund after the option has been ticked to offset against the payments on account via the Calculation…

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PTP TR – Is there a facility to print a SA302 form?

HMRC have recognised that the PTP tax computations may now be used in replacement of an SA302. The client's name and UTR must be visible on…

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