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IRIS Personal Tax Knowledge Base

349 articles

ias-10891

IRIS Personal Tax

How to fill in box 9 on page TC1 with regards to outstanding debt?

Users are required to: 1. Click on Reliefs – Miscellaneous - Tax calculation – Tax code and Overpaid, Underpaid and…

ias-10861

IRIS Personal Tax

Accrued income relief is being deducted from box 3.4 on the R40

Iris is following the guidance as per the R40 guide pages 4 and 5 provided in the link below. https://www.hmrc.gov.uk/forms/r40notes.pdf

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IRIS Personal Tax

Personal Tax/Business Tax- Error 3001 5017 failed to match tax reference

1.Make sure you are on the latest IRIS version - Help and About and 'Check for downloads' - once updated…

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IRIS Personal Tax

Why both payments on accounts are the same when there should be a 1p difference?

It has been confirmed by our business analyst that it is incorrect to make one payment on account higher than…

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IRIS Personal Tax

Why is the tax deducted for share options being restricted on the tax comp?

Client has got employment earnings of £63810, land and property income of £817 and Share schemes of £47161. There is…

ias-10790

IRIS Personal Tax

Personal Tax- Foreign Tax Credit Relief is missing or a less relief amount

1. Load Personal Tax and choose the client - Reports and Run the Foreign tax credit relief comp and Foreign…

ias-10651

IRIS Personal Tax

How to add an employee/director via the P11D module

Users are required to: 1. Log on to the P11D module and select the employer. 2. From the Edit menu…

ias-10667

IRIS Personal Tax

validation error in element Foreign Companies

This is an HMRC restriction and therefore applies to all years. This situation has occurred because the client has foreign…

ias-10641

IRIS Personal Tax

How to promote a Tax Return to Final.

Users are required to: 1. Log on to IRIS Personal Tax and select the client. 2. Generate the interim/unrecorded Tax…

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IRIS Personal Tax

Is it possible to search the database by UTR number?

Users are required to: 1. Log on to IRIS Personal Tax and select a client. 2. From the Client menu…