Knowledge Base Articles

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 -…

personal-tax-property-expense-type-list-23-to-27

Personal Tax- Property Expense type list (23 to 27)

Following HMRC rules - the expense list is year based (as they add new/delete ones for each year) 2021 will show 23 expense types2022 will…

trust-tax-how-to-transfer-income-into-a-clients-personal-tax

Trust Tax- How to transfer income into a clients Personal tax?

1.The Beneficiary must exist in Trust tax and also in Personal tax as a client 2. Complete the payment of income allocation to all the…

trust-tax-r185-box-6-page-3-untaxed-income-value-shows

Trust Tax- R185 Box 6 Page 3 Untaxed income value shows?

You may have entered a figure in untaxed income mandated to beneficiary which fills in Box 6 page 3- just remove the figure.

ptp-how-to-backup-ptp-share-register

PTP – How to Backup PTP Share Register

This guide will show you how to take a backup for PTP Share Register, please follow the steps below. In PTP Share Register, click on…

personal-tax-when-ready-press-ok-to-continue

Personal Tax- WHEN READY Press Ok to continue

This can affect Personal Tax and P11D. This is a IRIS permissions on your IRIS login causing this: Ask your MASTER user or ADMIN and…

personal-tax-how-to-add-a-new-sole-trade-business

Personal Tax- How to add a new Sole Trade/Partnership/Employment/Director business?

If a Employment/Directorship for a business company: If you already created the company in AP/BT. It should already appear when you load the client in…

business-tax-hmrc-letter-corporation-tax-losses-and-brought-forward-amount-incorrect-on-the-ct600

Business Tax- HMRC letter Corporation tax losses and brought forward amount incorrect on the CT600

If you receive a HMRC letter about Corporation tax losses and brought forward amount incorrect on the CT600 It has been reported that IRIS Business…

ptp-how-to-network-ptp-share-register

PTP – How to Network PTP Share Register

You will need to ensure you have installed PTP Share Register on your server, for instructions on this please click here. Once completed, follow the…

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