Knowledge Base Articles

openspace-2-two-step-factor-authentication-setup

Openspace- 2/Two, Step/factor Authentication setup (MFA)

For added security for users - this needs to be set up individually per user. 1.Log into your Openspace account. 2. On the top right…

ptp-how-to-backup-ptp-tax-platform

PTP – How to backup PTP Tax Platform

Please follow the steps below to take a backup of PTP Tax Platform. 1. Open PTP Tax Platform from the PTP Launcher. 2. Click on…

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PTP – How to deploy PTP Tax Platform & Tax Expense over a network

1. Open File Explorer. Go to your PTP installation folder. Right-click on the PTPData folder and choose Properties. 2. Go to the Security Tab. Click Edit. 3.…

ptp-ptp-tax-corporation-tax-platform-migration-guide

PTP – PTP Tax & Corporation Tax Platform Migration Guide

This migration guide addresses how to migrate the database to a new installation of PTP Tax Platform. 1. Install PTP Tax Platform on the new…

ptp-how-to-find-or-change-the-data-location-for-ptp-tax-platform

PTP – How to find or change the data location for PTP Tax Platform

If you are unsure where the data location for your PTP Tax Platform database is or, you wish to change the location, then please follow…

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PCSR – Deleting unused Person records

In the All Person records screen, accessed from the Actions panel, any Persons that have no associated companies will be marked with a red dot. …

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Personal Tax- Enterprise Business Investment RELIEF claim in year or carry back to previous year (EIS/SEED)

This is a RELIEF claim only Go to Reliefs | business investments | EIS or SEED enterprise investment schemes - fill in details and make…

business-tax-top-menu-bar-greyed-out-and-no-options-appear

Business Tax- Top menu bar greyed out and no options appear

When you load a company in Business Tax but the top menu bar is greyed out and no options appear on the left side. 1.Load…

kba-03830

PCSR – How to merge duplicate persons

1. Select All Persons records from the Actions panel 2. Highlight the record which is to be merged (this record will be deleted after it is…

elements-how-to-create-client-and-show-on-dashboard

IRIS Elements- How to create clients and show on Dashboard?

Once you have created a client -i.e Go to top and select CLIENT and Add Client and save all their details. 1. Back on the…

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