Knowledge Base Articles

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3024 articles

ias-10601

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…

ias-10583

Personal Tax- Bring forward data and incomplete sections.

This is for PM and PT users on how to bring forward data for PT clients. 1.Load client in PT in the latest year2. Edit…

ias-10581

Missing authentication details Password not set

Users are required to: 1. Log on to the P11D module as a MASTER user. 2. Click on the magnifying glass located to the left…

ias-10585

Validation message in AccountNumber

This message indicates that there is a problem with the bank account number within the repayment claim section on page TR 5. When filing online…

ias-10592

Can nil P11Ds be sent online?

Unfortunately this is an HMRC restriction not an IRIS one and any Nil P11D’s will have to be submitted via post.

ias-10577

The client’s car is not on the IRIS database how can the benefit be entered

It is not essential that the car be chosen from the IRIS database. It is possible to type in the make and model of the…

ias-10590

Personal Tax- Get full Self Employment/Partnership pages instead of short pages

You want Short pages showing however Full self employment pages are required and will be generated automatically by IRIS if any of the following reasons…

ias-10584

Validation message in element BankAccountDetails in name space

This message indicates that a repayment is being sent to the client's bank account but no sort code has been entered onto page TR5. The…

ias-10579

Electronic filling is prohibited if this benefit type is used.

In order to send an Electronic P11D the details of the car must be entered. Users are required to: 1. Log into the P11D module…

ias-10569

Personal Tax- HMRC Pension Lump Sum not appearing on the tax computation

If it is not related to Lump sum then read this KB This is a HMRC rule being applied in Personal Tax. The lump sum…