Knowledge Base Articles

personal-tax-state-pension-value-is-lower-value-then-expected

Personal tax- State Pension value is lower then expected

State pension should be worked out from the start of the tax year (05/04), but when the date payments started is entered, IRIS works out…

personal-tax-someone-else-is-currently-running-the-capital-assets-bridging-retry-to-see-if-it-is-finished-or-cancel-to-end

Personal Tax- Bridging guide. Someone else is currently running the capital assets bridging

This is used to bridge data that was held in Edit return, Income and Dividends to the Share Holdings section of Capital Assets. The reason…

personal-tax-payments-on-account-year-xx-are-not-necessary-as-more-than-80-of-tax-due-has-been-deducted-from-source

Personal Tax- Payments on account year XX are not necessary as more than 80% of tax due has been deducted from source

If you get this message on the tax comp: This message appears if the tax deducted at source figure on the computation is more than…

personal-tax-2022-onwards-chargeable-event-gain-top-slicing-relief-silver-case

Personal Tax- 2022 onwards Chargeable Event Gain, Top Slicing Relief – Silver Case

If the client has Top slicing relief/Notional tax calculations on the Tax Comp and there is an abatement of Personal allowance. HMRC and IRIS Personal…

personal-tax-iris-has-detected-the-utr-xxx-for-client-does-not-match-utr-xxx

Personal Tax- IRIS has detected the UTR XXX for client does not match UTR XXX

If you get this rejection warning: Go to Client/ View/ Tax tab/ Remove the UTR/ Click save and then close the box. Then client/ View/…

personal-tax-vat-filer-hmrc-login-screen-not-showing-missing

Personal Tax/VAT Filer- HMRC login screen not showing/missing OR You cannot access the service from this page

To use the clients HMRC data retrieval in PT or get data for a company for the VAT filer you first have to to be…

iris-live-support-and-issues

IRIS LIVE (IRIS Financials) support and issues

IRIS LIVE is part of IRIS Financials within the Education sector Please do contact their support desk on: 0344 815 5555 They do not yet…

personal-tax-3001-6449-amount-in-box-fse79-exceeds-fse77-minus-fse78

Personal Tax- 3001 6449 Amount in box (FSE79) exceeds (FSE77) minus (FSE78)

What 'FSE' means = Full Self Employment 3001 6449: please check what you entered in Self Employment for loss carry back- you have a incorrect…

business-tax-group-and-consortium-function-crashing

Business Tax- Group and Consortium function crashing/ cannot generate

First run this fix to ensure the loss values are picked up correctly: https://www.iris.co.uk/support/knowledgebase/kb/business-tax-group-consortium-this-client-cannot-claim-any-amount-under-group-relief-provisions/ and then access the Group/consort tool again. Incorrect loss entries can…

personal-tax-uk-property-sa108-tax-on-gains-box-9-already-charged-3001-8392-cgt10-present-cgt9-present

Personal Tax- UK property SA108 tax on gains Box 9 already charged. 3001 8392 CGT10 present CGT9 present

1.Dividends and Capitals assets- check Assets and OCG for any asset disposals in the affected year- open the disposal and check if there is a…

Knowledge Base Articles

Knowledge Base

Newsletter

Ask IRIS