Knowledge Base Articles

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2646 articles

personal-tax-lock-down-tax-year-or-this-years-tax-matters-have-already-been-cleared-up-for-this-client

Personal Tax: Lock down Tax year OR 'This years tax matters have already been cleared up for this client'

Once you have submitted a SA100 to HMRC you want to 'lock down' a tax year to stop users from…

business-tax-box-865-repayment-of-corporation-tax

Business Tax: Box 865 Repayment of Corporation tax

How to fill in 865: Data Entry, Calculation, Tax Reconciliation, Enter figure in box 595, which fills in 605 and…

trust-tax-print-form-50fs-non-residents

Trust Tax: Print Form 50FS (Non Residents)

Load the client and relevant yearOn the left side of Trust TaxTrustTerms of TrustNon resident trust detailsTick 'Trustees are not…

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BT, PT, TT and P11D: Options/buttons at bottom are being cut off/hidden

This a is known issue caused by your PC/Laptop 'display' settings and the 'DPI' settings as IRIS works on certain…

personal-tax-amount-in-box-sse10-1-must-be-less-or-equal-to-sum-of-sa103s-net-profit-sa103s-net-loss-etc

Personal Tax: Amount in box SSE10.1 must be less or equal to sum of SA103s net profit/SA103s Net loss etc

HMRC rule - The reason that the error is appearing is because the 'trading allowance' amount must be restricted to…

trust-tax-r185-form-statement-of-income-from-estates-to-beneficary

Trust Tax: R185 form Statement of income (Trust, Estates, Beneficiary)

The R185(Settlor form) can only be accessed from HMRC. Load the client and select relevant tax yearPrint reports , R185…

iris-21-3-0-staff-planning-filter-displays-random-characters

IRIS 21.3.0 - Staff Planning Filter Displays Random Characters

Since upgrading to version 21.3.0.583 of IRIS Accountancy Suite when in Staff Planning | Practice Planner | Filter By any…

business-tax-how-to-attach-pdf-of-a-ixbrl-when-generating-ct600

Business Tax: How to attach PDF of a IXBRL/Tax comp when generating CT600?

You have a reason to attach a PDF copy of the Accounts IXBRL copy or a PDF of the Tax…

personal-tax-how-to-use-e-checklists-with-clients

Personal Tax: How to use E-Checklists with clients

E-Checklists provide a quick and easy way for you to deliver the necessary information, allowing your accountant to complete your…

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PTP TPO - How to edit the invoice template

1. Open Microsoft Word 2. Go to File > Open and browse to the TPO data location (the data path…