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IRIS Trust Tax Knowledge Base

26 articles

ias-7925

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 Other Trust Information 3. Select…

ias-7669

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 within boxes 14.1-14.14, but an…

ias-5670

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 in Administration. 3. Enter the…

ias-5668

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 menu, select Tax Computation. 3.…

ias-2213

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…

ias-1471

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 the Edit menu located to…