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IRIS Trust Tax Knowledge Base

26 articles

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IRIS Trust Tax

How to specify the number of settlements created by the settlor

Users are required to: 1. Log on to IRIS Trust Tax and select the Trust 2. Click Trust then select…

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IRIS Trust Tax

Box 14.1 of the 2009 Trust Tax Return shows See Additional information

This situation has occurred due to a fault with the HMRC system which arises when there are no entries required…

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IRIS Trust Tax

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…

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IRIS Trust Tax

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…

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IRIS Trust Tax

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…

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IRIS Trust Tax

Trust Tax- How to change/enter the Capital Gains Annual Exemption

1. Log on to Trust Tax and select the trust. 2. From the Edit menu select Capital Assets. 3. From…