Knowledge Base Articles

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

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

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

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

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

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

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

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

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

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

Knowledge Base