Knowledge Base Articles

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3027 articles

ias-120011-margins-incorrect-when-running-reports

IAS-120011-Margins/Alignment incorrect when running reports

To resolve your margins being incorrect when generating reports, please follow the steps below on the users IRIS login that is affected. In BT/PT etc,…

kba-03827

PTP TR – Self Employment pages not printing

The most likely explanation for this is the income has been covered by the trading income allowance.  The SA103 notes (see https://www.gov.uk/government/publications/self-assessment-self-employment-full-sa103f) advise total receipts up…

ias-8866

IAS-8866 The IRIS Software is locked whilst a new version is being installed

If a database has been left in the locked state after a failed update attempt we recommend restoring the installer backup that was automatically taken…

personal-tax-tr7-box-19-not-showing-and-symbols-on-generated-return

Personal Tax- TR7 Box 19 not showing £ and % symbols on generated return

HMRC rules are being applied only when you generate a Tax return- the £ will instead show as GBP and the % will be hidden…

personal-tax-property-income-not-matching-on-summary-tax-comp-smarttax

Personal Tax- Property income not matching on Summary/Tax comp/Smarttax

When you have property income with expenses but it dosnt match either from the Summary screen(at the top), the Smarttax on the right or in…

personal-tax-sole-trade-loss-not-being-used-on-another-sole-trade-gain

Personal Tax- Sole/partnership Trade loss not being used on another sole/Partnership trade gain

HMRC rule – You can only use the loss against the same trades future gains. You cant apply this rule with two or more separate…

trust-tax-estate-in-admin-residential-relief-in-3-46-box

Trust Tax- Estate in Admin Residential relief in 3.46 box

HMRC SA903 Notes, it states that 'For Interest in Possession trusts and Estates of deceased persons, finance costs must not be entered in box 3.46.'…

ptp-how-to-restore-ptp-tax-platform

PTP – How to restore a backup in PTP Tax Platform

Please follow the steps below on how to restore a backup of PTP Tax Platform. 1. Open PTP Tax Platform from the PTP Launcher. 2.…

ptp-share-register-migration-guide

PTP – PTP Share Register Migration Guide

To migrate PTP Share Register to a new machine, please follow the steps below. 1. Install PTP Share Register on the new machine. Click here…

ptp-how-to-restore-a-backup-in-ptp-share-register

PTP – How to Restore a Backup in PTP Share Register

If you wish to restore your data from a backup then please follow the steps below. 1. In PTP Share Register, click on File -…