Knowledge Base Articles

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3023 articles

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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.…

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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…

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Personal Tax- How to fill in ‘tax reclaiming now’ box 16 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…

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I have changed server. How can I map my documents to my new server?

How you link your documents to a new server will depend upon how you have been saving your documents in your existing server. Saving Documents…

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How to enter the date of death for an Estate in Administration

Users are required to: 1. Log on to IRIS Trust Tax and select the relevant trust. 2. Select Trust, Estates in Administration. 3. Enter the…

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How to print a detailed tax computation

Users are required to: 1. Log on to IRIS Trust Tax and select the relevant client. 2. From the Reports menu, select Tax Computation. 3.…

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How can I clear a negative WIP balance from a client?

Before you can clear a negative WIP balance you will first need to identify what is causing the balance to negative by running a billing…

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Business Tax- How Quarterly instalments work in Corporation tax? Box 630/631 – Large and Very Large

NOTE: In IRIS Version 25.1.0/25.2.0 Business Tax, the Quarterly Instalment payment reminder are due warning should be auto loading in BT. There is a known…

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How to complete P11D section I box 11- private medical treatment or insurance

Users are required to: 1. Log on to the P11D module, select the relevant employer, click on the employee. 2. From the Edit menu, select…

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How to complete P11D section M, box 15 – other items

Users are required to: 1. Log on to the P11D module, select the relevant employer, click on the employee. 2. From the Edit menu, select…