Knowledge Base Articles

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Knowledge Base

3030 articles

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How Do I Post Personal Expenses on the EMED Doctors Chart?

To post Personal Expenses on the EMED chart, please foolw the below: Post the credit to the personal expense accounts for the relevant partner in…

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Can I print out the Enhanced Chart import map?

To print codes used in the import map: From the menu select Setup | Import maps | Select the import map | Select Print |…

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Trial Balance is out of balance due to Non-Contributing Totals.

Check the Business type, by going into: Client | View. For example: A Sole Trader using the EPST Chart but the Client Type was INCORRECTLY…

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The Directors’ Spouses shares are not included within the Report of Directors

Please check the following; Ensure that the 'Transactions' have been entered in the Share Register (Edit | Share Register) against the correct IRIS client i.e.…

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How do I Transfer shares from one person to another

To post a transfer go to Edit | Share Register, select Transfers and click New. This will open up the Stock Transfer window. Complete the…

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Report Options – Group Settings

Each user group can have its own permissions set. If the client wants standardised formats for the accounts, he can either: Have one Staff Group,…

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ICAEW – Directors shares not to include spouses if leaves during year

After speaking to the Institute it was decided that the Directors Report should show the Director holding his spouses share at the 'Year End' but…

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Agents reference on the 41G

Users are required to: 1. Log on to Trust Tax. 2. From the Setup menu, select Practice Options. 3. Select the Tax options tab and…

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Is it possible to show multiple Addresses on CIN?

If you go into: Edit | Data Screens | Company Information | Addresses to be Shown- Tick the box to show both the Registered Office…

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How do I change the wording on The Report of the Accountants?

Select Edit | Data Screens | Auditors and Accountants | Accountants | Report of the Accountants| select the relevant period Year Start On or After…