Knowledge Base Articles

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Knowledge Base

3030 articles

ias-5834

How to fill in box 11 on page T 1

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.…

ias-5835

How to fill in box 11 gross income to be taxed at the basic rate on page T 1.

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.…

ias-5848

How to fill in box 19 on page T 2 pre 2017

Users are required to: 1. Log on to IRIS Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Estates. 3. Click New,…

ias-5812

How to fill box 3 on page TR 3 PRE 2016.

Users are required to: 1. Log on to IRIS Personal Tax and select client. 2. From the Edit menu, select Capital Assets. 3. Select Shareholdings,…

ias-5827

How to fill in box 4 on page T 1.

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Other Trusts and Settlements. 3.…

ias-5825

How to fill in box 2 on page T 1.

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Settlor Interested Trusts. 3. Click…

ias-5824

How to fill in box 1 on page T 1.

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Discretionary Trusts. 3. Click New,…

ias-5823

Personal Tax- How to fill in additional information for capital gains CG3 Box 54?

Users are required to: 1. Log on to IRIS Personal Tax, select client. 2. From the Edit menu, select Capital Assets. 3. From the Edit…

ias-5778

Personal Tax- How to fill in surplus blind persons allowance box 11 on page TCS 1

Users are required to: 1. Log into IRIS Personal Tax, select client. 2. From the Relief's tab, select Allowances, Married Couple - Allocation and Transfer.…

ias-5781

Personal Tax- How to fill in ‘Tax Adjustments’ box 15 on page TCS 2

Users are required to:1. Log into IRIS Personal Tax, select client. 2. From the Relief's tab, select Miscellaneous, Tax Calculation, Tax Code and Overpaid, Underpaid…