Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

IRIS Personal Tax Knowledge Base

349 articles

personal-tax-share-disposals-appear-as-s-104-holding

IRIS Personal Tax

Personal Tax- Share disposals appear as S.104 Holding?

When you dispose of shares - they may appear under the Capital Gains comp as a 'S.104 Holding' (Section 104)…

iris-accountancy-bundle-documents-and-send-to-specific-folders-in-openspace

IRIS Accountancy Suite, IRIS Personal Tax, IRIS Business Tax

IRIS Accountancy- Bundle documents and send to specific folders in Openspace

You have to several files to bundle together and send to a client in Openspace- click here: https://help.iris.co.uk/IRIS/ODL/Open_Apps/IRIS_OpenSpace/Bundle_Documents.htm If you…

pt-bt-p11d-load-transmit-screen-and-closes-or-cannot-select-row-and-transmit

IRIS Personal Tax, IRIS Business Tax

PT/BT/P11D- Load Transmit Screen and closes or cannot select row and transmit

You have generated a tax return and are ready to transmit to HMRC. When you click 'Transmit Internet Return' (or…

p11d-personal-tax-invalid-national-insurance-number

IRIS P11D, IRIS Personal Tax

P11D/Personal Tax- Invalid National Insurance Number

Known Issue and fix: If a client has a PREFIX of 'NJ', please first ensure you are on IRIS version…

personal-tax-basis-period-reforms-2023-2024

IRIS Personal Tax

Personal Tax - Basis Period Reforms and Transitional profits 2023/2024 onwards

The government announced the basis period reform which is a change in the way trading income is allocated to tax…

personal-tax-expect-nil-tax-but-tax-comp-shows-a-unknown-capital-gains-tax-or-tax-due

IRIS Personal Tax

Personal Tax- Expect NIL/Refund of tax but Tax comp shows a unknown Capital Gains tax or Higher Tax Due

Run Tax computation - it shows a £XXX Tax due and not NIL/Refund of tax as you were expecting OR…

personal-tax-property-capital-gain-is-giving-18-28-showing-instead-of-10-20

IRIS Personal Tax

Personal Tax: Property Capital gain is giving 18/28% showing instead of 10/20%?

Load the client in PT and select relevant year Dividends, Capital assets, Assets, Open the asset, Then click on 'Land…

business-tax-fatal-error-1001-cvc-enumeration-valid-value-xxx-is-not-facet-valid-with-respect-to

IRIS P11D, IRIS Personal Tax, IRIS Business Tax

Business/Personal Tax/P11D: Fatal Error 1001 cvc-enumeration-valid: Value 'XXX' is not facet-valid with respect to....

This can affect BT, PT and P11D submissions - each has its own checklist below: 1.If in BT/PT then Load…

personal-tax-hmrc-data-retrieval-keeps-asking-me-to-login-again-after-days-week

IRIS Personal Tax, IRIS VAT Filer

Personal Tax/VAT Filer- HMRC keeps asking me to login again after days/week. Allow your software to interact with HMRC

You have been regularly using the Personal Tax HMRC data retrieval function or VAT Filer but when you load a…

iris-home-menu-vat-filer-not-possible-to-retrieve-hmrc-data-no-internet-connection-was-detected

IRIS Personal Tax, IRIS VAT Filer

IRIS Home Menu / PT and VAT Filer: Not possible to retrieve HMRC data- no internet connection was detected

When you load a client or all clients for the PT, VAT Filer etc and this error appears: When submitting…