Knowledge Base Articles

business-tax-how-to-save-tax-comp-as-pdf-under-comms-not-html

Business Tax- How to save Tax Comp as PDF under COMMS? (Not HTML)

Saving as PDF cannot be done as it is a Practice Management setting which cant be changed. We have checked the rules and regulations on…

trust-tax-dividend-rate-for-2022-23-incorrect-needs-to-be-8-75

Trust Tax- Dividend rate for 2022/23 at 8.75%- Tax comp/SA900

SA900: IRIS version 23.1.0 is now released with the new Dividend 8.75% on Trust tax which will show on the Tax comp and if Estate…

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IAS-120011-Margins/Alignment incorrect when running reports

To resolve your margins being incorrect when generating reports, please follow the steps below on the users IRIS login that is affected. In BT/PT etc,…

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PTP TR – Self Employment pages not printing

The most likely explanation for this is the income has been covered by the trading income allowance. The SA103 notes (see https://www.gov.uk/government/publications/self-assessment-self-employment-full-sa103f) advise total receipts up…

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IAS-8866 The IRIS Software is locked whilst a new version is being installed

If a database has been left in the locked state after a failed update attempt we recommend restoring the installer backup that was automatically taken…

personal-tax-tr7-box-19-not-showing-and-symbols-on-generated-return

Personal Tax- TR7 Box 19 not showing £ and % symbols on generated return

HMRC rules are being applied only when you generate a Tax return- the £ will instead show as GBP and the % will be hidden…

personal-tax-property-income-not-matching-on-summary-tax-comp-smarttax

Personal Tax- Property income not matching on Summary/Tax comp/Smarttax

When you have property income with expenses but it dosnt match either from the Summary screen(at the top), the Smarttax on the right or in…

personal-tax-sole-trade-loss-not-being-used-on-another-sole-trade-gain

Personal Tax- Sole/partnership Trade loss not being used on another sole/Partnership trade gain

HMRC rule – You can only use the loss against the same trades future gains. You cant apply this rule with two or more separate…

trust-tax-estate-in-admin-residential-relief-in-3-46-box

Trust Tax- Estate in Admin Residential relief in 3.46 box

HMRC SA903 Notes, it states that 'For Interest in Possession trusts and Estates of deceased persons, finance costs must not be entered in box 3.46.'…

ptp-how-to-restore-ptp-tax-platform

PTP – How to restore a backup in PTP Tax Platform

Please follow the steps below on how to restore a backup of PTP Tax Platform. 1. Open PTP Tax Platform from the PTP Launcher. 2.…

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