Knowledge Base Articles

personal-tax-vat-filer-you-have-chosen-to-stop-the-hmrc-data-collection

Personal Tax/VAT Filer- You have chosen to stop the HMRC data collection

The PT HMRC data retrieval and VAT Filer needs your Agent or ASA Credentials recognised by them to allow the clients data to show in…

personal-tax-brokers-schedule-triggers-acquisition-date-16-03-1998

Personal Tax- Asset disposal has acquisition date 16/03/1998? (Broker’s Schedule)

The gain has an acquired date of '16/3/98' on the Capital Gains computation. This has been raised to the IRIS Development team and confirmed this…

business-tax-line-1-of-the-address-contains-more-than-28-characters

Business Tax- Line 1 of the address contains more than 28 characters

1.Client | View | Address - check if if the entries are correct (not over 28 characters) – Line 1 cannot be too long or…

kba-03825

PCSR – 9999 Rejection for AA02 form

The functionality to efile the AA02 form was introduced in the Winter 2021 release. The mechanism which was used to achieve this is no longer…

business-tax-partnership-llp-with-multiple-trades-how

Business Tax- Partnership/LLP with Multiple Trades, How?

This is a HMRC restriction. Multiple trades are not considered for LLP/Partnership returns. As a workaround please do the following to resolve your issue: -…

personal-business-tax-problem-establishing-a-connection-to-gateway-the-gateway-may-not-be-available

Personal/Business Tax- Problem establishing a connection to gateway. The Gateway may not be available

This can affect certain clients OR all clients when submitting. When you submit a Tax return to HMRC and get this error almost immediately: Internet…

vat-filer-will-it-show-vat-refunds-or-they-are-missing

VAT Filer- Will it show VAT refunds or they are missing?

When you access the Liabilities and Payments screen - it doesn't show refund data? There are no APIs for refund data, therefore they will not…

personal-tax-expect-nil-tax-but-tax-comp-shows-a-unknown-capital-gains-tax-or-tax-due

Personal Tax- Expect NIL/Refund of tax but Tax comp shows a unknown Capital Gains tax or Higher Tax Due

This can be caused by a GIFT AID entry. Run Tax computation - it shows a £XXX Tax due and not NIL/Refund of tax as…

personal-tax-collect-unpaid-tax-via-tax-code-collect-non-paye-for-next-year-via-tax-code

Personal Tax- Collect Unpaid tax via Tax code/Collect non PAYE for next year via Tax code

Tax code at year end - Load Client in PT, Reliefs, Misc, Tax calc and Tax code, overpaid etc- The client ‘Tax code’ entered into Personal Tax…

personal-tax-edit-number-of-properties-box-1-uk1-page

Personal Tax- Edit number of properties Box 1 UK1 page and Box 15 F4,5,6 page

NOTE: If you tick 'Income from this property has ceased' – this will not hide the property from the current year. It will prevent the…

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