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IRIS Personal Tax Knowledge Base

349 articles

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IRIS Personal Tax

Forcing Capital Gains pages

Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital…

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IRIS Personal Tax

Setting up a share holding and then entering events onto it

To setup a shareholding: 1. Log into IRIS Personal Tax and select the client. 2. From the Edit menu select…

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IRIS Personal Tax

How to enter a brokers schedule?

Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital…

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IRIS Personal Tax

How to enter a new consolidation?

Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital…

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IRIS Personal Tax

Not getting any indexation

As per HMRC legislation, there will no longer be relief for inflation from 1 January 2018.

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IRIS Personal Tax

Business & Private Usage

Note that this option will be greyed out from 2009 onwards as taper relief can no longer be claimed

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IRIS Personal Tax

Where to enter Capital losses?

Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital…

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IRIS Personal Tax

How to enter Incidental Costs

Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital…

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IRIS Personal Tax

How enter a part disposal of an asset within the Capital Assets module?

Users are required to: 1. Log on to IRIS and select the client. 2. From the Edit menu, select Capital…