Knowledge Base Articles

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Knowledge Base

3030 articles

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How to do a Share Buy Back/Purchase of own shares

Select, Edit | Share Register | Events | New | Purchase of own shares A 'New Share Buy Back' screen will appear. Select the share…

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PTP TR – Claiming Business Asset Disposal Relief (previously Entrepreneurs Relief)

• Log onto PTP Tax Platform and select the client • Select the Client Tax Returns tab click on the Tax Return then select View…

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PTP TP – Sending a Self Assessment Tax Return online

Step One - Entering the User ID and Password Log on to the PTP Tax Platform.Click the Spanner icon located on the tool bar to access…

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PTP TR – How to enter negligible value claim within PTP Tax Platform

Step one: entering the capital loss • Log on to PTP Tax Platform and select the client • Click the Client Tax Returns tab, select…

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PTP TR – How to carry back losses for self-employment

1) Log on to PTP Tax Platform and select the client.   2) Select the Client Tax Returns tab highlight the tax year and select View Tax Return.…

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PTP CT – How to enter a written down value brought forward in CT Platform

1.   Open PTP CT Platform and select the client   2.   Click the CT600 Returns tab and highlight the return to be completed    3.   View the return and…

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PTP PTR – How to enter a written down value brought forward in Capital Allowances

1. Select the Partnership Return - View the tax return – Click on View/Enter Details for Trade/Source tab. Go to question 3 and click on…

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PTP TR – How to Remove FBI Status

Highlight the client in the 'Find Client' tab. Go to the 'Client Tax Returns' tab and highlight the relevant return. Click on 'View Tax Returns Events.'…

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PTP TR – Farmers and creative person averaging

Users are required to calculate the averaged profit manually and enter the relevant boxes with the revised profit figure. Users are advised to seek assistance…

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PTP CT – Companies are not appearing in FBI

This is often due to a missing date within the 'Actual Date' field in event 21 of the FBI Events. 1. Open PTP CT Platform 2.…