Knowledge Base Articles

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Personal Tax- Non-Resident with Excluded income (Disregarded), Double Taxation and Personal Allowance

If the client is a Non-Resident under the Resident Questionnaire, IRIS performs two calculations in the background; one using personal allowances and other using excluded…

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Personal Tax- Amount box [SA103F:Loss of year set against other income] exceeds amount in box [SA103F:Adjusted loss for year]

Personal Tax- Amount box [SA103F:Loss of year set against other income] exceeds amount in box [SA103F:Adjusted loss for year] This message indicates that a business…

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Validation message in next years repayment claimed now

This message indicates that there is an entry in box 15 on page TCS2 to indicate that tax credit from a following year is being…

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Personal Tax- How to run checklist for a ‘range of clients’?

Users are required to:1. Log on to IRIS Personal Tax and select a client.2. From the Administration menu, select Paper Checklists. If using E-checklist when…

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How to fill in box 13 on page T 1.

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Income Chargeable on Settlors. 3.…

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How to complete box 13 on page T1 of the 2009 Tax Return

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Income Chargeable on Settlors. 3.…

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How to complete box 14 on page T1 of the Tax Return

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Income Chargeable on Settlors. 3.…

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How to fill in box 15 on page T1 of the Tax Return

Users are required to: 1. Log on to IRIS Personal Tax and select the client. 2. Click Other Income then select either Gains on Life…

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The bring forward option is greyed out within P11D

In this example it is assumed that bring forward into 2015 is being carried out, users are required to: 1. Log on to IRIS Personal…

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Personal Tax- How to print a blank Tax return in Personal Tax?

Users are required to:1. Log on to Personal Tax and select client2. From the Reports menu, select Self Assessment Tax Return.2. Click OK on Tax…

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