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2925 articles

aml-adobe-acrobat-error-when-opening-sanctions-list-pdf-files

IRIS AML

AML- Adobe Acrobat Error when opening Sanctions List PDF Files

Since 01/03/2022 we have been made aware of an issue when accessing Sanctions List PDF Files in the Anti-Money Laundering…

os-how-to-change-clients-name-in-iris-openspace

IRIS OpenSpace

OS- How to change Clients Name in IRIS Openspace

If you want to change the name of a client in IRIS Openspace we would recommend you to follow these…

kba-03806

PCSR - How to add a Manager

In the General tab of a company record there is an optional field to assign a Manager. For convenience, a…

trust-tax-how-to-fill-box-9a-1-standard-rate-band-1000

Trust Tax: How to fill box 9A.1, standard rate band £1000

Only CERTAIN Trust types can show the £1000 on box 9A.1. Go to Client/ View/ Change the type of trust…

personal-tax-claim-to-ftcr-amount-chargeable-amount-sa106-pro11-1

IRIS Personal Tax

Personal Tax- (Claim to FTCR amount chargeable) Amount SA106 and SA105 PRO11.1 OR Must Exceed

Check all UK or Foreign property entries:1) No negative expenses are allowed 2) If you have foreign tax paid BUT…

personal-tax-eis-seiss-relief-carry-back-to-prior-year-not-a-loss

Personal Tax - EIS/ SEISS Relief (3 year) claim or carry back to prior year. (Not a loss and Clawback)

NOTE: If this is an actual EIS/SEISS LOSS (not a Relief) then read this guide for EIS/SEIS loss carry back…

p11d-failed-authentication-check-username-and-password

P11D - Failed/Missing Authentication, check Username and Password

1.You must be on the latest IRIS version – check on Help and About. If you get 'Missing Authenication details/password…

iris-help-option-blank-white-screen-when-opened

IRIS: 'Help' option blank /white screen when opened

Get your IT team to apply this fix- you have to apply this on all affected machines 1.Click Start, click…

personal-tax-hmrc-data-retrieval-how-the-data-shows

IRIS Personal Tax

Personal Tax- HMRC Data Retrieval, how the data shows?

You must be on the latest IRIS version (Help and About) and check here: Setup/ Retrieve HMRC data practice options,…

kba-03805

PCSR - Error 502 using Companies House Data Check

The workaround is to click New Companies House Data Check instead. This issue has now been resolved 11/02/2022.