Knowledge Base Articles

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Knowledge Base

3023 articles

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How does Iris deal with the Annual Investment Allowance

Iris deals with AIA in different ways depending on whether the Asset is a pooled asset or an individual asset as explained below:- POOLED ASSETS…

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Personal Tax- How to fill in box 10 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 Income Chargeable on Settlors. 3.…

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Personal Tax-How to fill in box 12 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 Income Chargeable on Settlors. 3.…

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Frequently asked questions for IRIS Time

Time FAQs Time Postings Time Enquiries and House Keeping Time Reports Time Postings : How can I transfer WIP from one client to another? Time…

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The Independent Examiners Report is referring to ‘I/My’ and not ‘We/Our’?

No. An Independent Examination is carried out by an individual person (see below): https://www.charitycommission.gov.uk/publications/cc31.asp The Independent Examiners NAME/PROFESSIONAL DETAILS ETC can be entered within IRIS…

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Frequently asked questions for IRIS AutoMail

Editing your template Microsoft Word Help Generating a letter Searching for letters Tax letters Other Editing your template KB IAS-7078 - How do I setup…

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Error 5015 in known facts check

The submission for the user and tax year has already been successfully made. In order for the return to be filed online, the user will…

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How do I remove the Secretary from the Company Information page (New)?

Select: Edit | Data Screens | Company Information | Company Secretary Untick the box provided so not to refer the the Secretary on the reports.

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What Chart of Accounts should I use for an LLP client?

The Chart of Accounts 'EPST' should be used for a LLP. A PDF copy of the EPST chart can be found via Help | Help…

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How can I transfer AutoMail templates from one installation of IRIS to another?

Introduction This KB article will explain how to transfer an AutoMail template from one installation to another. For the purposes of this article, the document…