Knowledge Base Articles

business-tax-claim-terminal-loss-relief

Business Tax- Claim Terminal loss relief?

To resolve this you will need to do the following;1.Load the client and the period where the loss is showing and go to Client |…

business-tax-where-to-enter-cir-corporate-interest-restriction

Business Tax- Where to enter CIR (Corporate Interest Restriction)

CIR (Corporate Interest Restriction) is not available in the BT or PT software, this HMRC link below has the instructions and how to file it…

business-tax-surrender-maximum-the-maximum-available-for-surrender-as-group-relief-box-850-855

Business Tax- Surrender maximum the maximum available for surrender as group relief (Box 850/855)

Note: Box 850 is linked to Excess Management Expenses and 855 is linked to Excess surrender as group relief This was investigated by the Development…

personal-tax-basis-period-reforms-2023-2024

Personal Tax – Basis Period Reforms and Transitional profits 2023/2024 onwards

UPDATE JULY/AUGUST 2024: We have released the IRIS version 24.1.9.2 and also 24.2.0 to cater for this, please update to this version here. Reports updated:…

how-to-add-company-logo-to-company-secretarial-forms

How to add company logo to Company Secretarial forms

The following steps will replace the IRIS logo in the top right of the forms produced in Company Secretarial with a logo of your choice.…

openspace-how-to-edit-the-name-approving-documents

Openspace- How to edit the name approving documents?

Openspace will always use the very first client name created in OS to approve the documents – So if a 'John Smith' in PT was…

ptp-how-to-install-ptp-tax-expense

PTP – How to Install PTP Tax Expense

This guide will show you how to install PTP Tax Expense as a brand new installation. Please follow the instructions below. 1. Download the software…

kba-03832

PTP Tax Platform – Partnership – message: missing partnership pages

To resolve your query please follow the steps below: - Open PTP Tax Platform - Under "Find Client" tab for "Client types" choose "All Client…

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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