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IRIS Personal Tax Knowledge Base

349 articles

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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…

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IRIS Personal Tax

Personal Tax- Bring forward data and incomplete sections.

This is for PM and PT users on how to bring forward data for PT clients. 1.Load client in PT…

ias-10581

IRIS Personal Tax

Missing authentication details Password not set

Users are required to: 1. Log on to the P11D module as a MASTER user. 2. Click on the magnifying…

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IRIS Personal Tax

Validation message in AccountNumber

This message indicates that there is a problem with the bank account number within the repayment claim section on page…

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IRIS Personal Tax

Can nil P11Ds be sent online?

Unfortunately this is an HMRC restriction not an IRIS one and any Nil P11D’s will have to be submitted via…