Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

3027 articles

ias-10359

The PAYE bulk update tool has been ran, how to access the log file

Users are required to: Right click on the IRIS icon and select Properties Within the short cut tab which is opened by default, click the…

ias-10344

How do I apply tags at a Chart level?

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

ias-10326

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 set in the most beneficial…

ias-10300

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 Select File | Options Select…

ias-10296

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 service screen' will appear. 2.…

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 of the amount – £1…

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. Adjusted Net Income is Net…

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 in the middle and none…

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 and 18 characters on the…

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 liability is below £3000 and…