Knowledge Base Articles

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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 Reliefs Business investments EIS or SEED enterprise investment schemes Fill in details and make sure amount for relief (and…

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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…

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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…

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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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Personal Tax- Trade loss to offset income but not giving 100% relief on Tax comp (Capped/Restricted £50,000)

If you have Overlap relief in the Period reform - read the very bottom rule. For Example: In the current year you have £100,000 Sole…

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Personal Tax- SA109 Unremitted income and gains under £2000 OR error 3001 8573 NRD29 23.1 and 23.2 etc

1.Load the client in PT and correct year. 2. Reliefs, Misc, Resident Questionnaire 3. Remittance Basis TAB , and the Claiming remittance basis box has…

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Personal Tax- 3001 6599/6133 FOR4C and FOR4B or similar

You may have a foreign entry which is just over/under £1, income is rounded down to the nearest pound and tax is rounded up to…

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Personal Tax- Residence Question Remittance Basis Charge claim £30,000?

When can I declare the Remittance Basis charge £30,000 under the Resident Questionnaire. Load Client and go to Reliefs, Misc, Resident Questionnaire, Remittance Basis tab…

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Personal Tax- SA107 Trust Income chargeable on Settlors

You need to populate SA107 Trust Income chargeable on Settlors on page T1 (boxes 13 and 14). Open the client in PT and select correct…

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