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IRIS Personal Tax Knowledge Base

349 articles

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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…

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IRIS Personal Tax

How to complete box 14 on page T1 of the Tax Return

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select…

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IRIS Personal Tax

How to fill in box 15 on page T1 of the Tax Return

Users are required to: 1. Log on to IRIS Personal Tax and select the client. 2. Click Other Income then…

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IRIS Personal Tax

The bring forward option is greyed out within P11D

In this example it is assumed that bring forward into 2015 is being carried out, users are required to: 1.…

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IRIS Personal Tax

How to print a blank Tax return in Personal Tax?

Users are required to: 1. Log on to Personal Tax and select client. 2. From the Reports menu, select Self…

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IRIS Personal Tax

Separate user ID and password for online filing

Users are required to: 1. Log on to IRIS Personal Tax as a MASTER user. 2. From the Client menu,…

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IRIS Personal Tax

How are Alternative Accountants set up within Personal Tax?

Users are required to: 1. Log on to IRIS Personal Tax as a MASTER user. 2. From the Client menu,…

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IRIS Personal Tax

The New button on the client browser is greyed out

This is controlled by the staff group permissions. Users are required to: 1. Log on to System Maintenance as a…

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IRIS Personal Tax

How can a payment on account be deleted?

Payments on account can be deleted as follows: 1. Log into Personal Tax and select the relevant client. 2. From…

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IRIS Personal Tax

An entry within the client account is matched & IRIS wont allow it to be deleted

Users are required to: 1. Log into Personal Tax and select the relevant client. 2. From the Administration menu select…