Knowledge Base Articles

Personal/Trust Tax- How to complete ‘For Reference’ box on Page 1

We do not populate this box in IRIS. They do not form part of the electronic return, so it has not been included in the…

Trust Tax- Trust Management Expenses to show on Q13.19 Page 7

Trust Management Expenses boxes will only be populated for Discretionary trusts and Accumulation and maintenance trusts. Load the Trust and relevant year. Go to Other…

Personal Tax- Child Benefit for High income tax earner- how relief is calculated?

1.Load the client in PT and relevant year 2.Reliefs/Miscellaneous and within this menu you will see High Income Child Benefit charge - enter details here…

PTP CT – Pre filing validations 9466 and 9469 re CT600A where loan was made on or after 6th April 2022

The HMRC validations were updated in the Autumn release of PTP CT Platform, version 22.3.95 or later. Note: If the Cancel button is pressed on the Pre…

Personal Tax- Client ‘Tax Code’ adjusting the tax calc?

The client 'Tax code' entered into Personal Tax is just for information purposes it will not have any bearing on the tax comp and tax…

Auditor footer is showing April 2018

Reports| Auditor| ISAThe report is showing April 2018 in footer. This is a defect within the software and is due to be fixed in version…

Error 3001 and 0 in accounts Charity CT600 filing

Error 9999, Error type: Fatal Charity submission to Companies House

Business Tax-Period Start Date not known, Library Error-Illegal CTAP

This is normally an incorrect CTAP period you have saved in AP/BT for the company – you will need to check if its all correctLoad…

PTP – How to Update PTP Tax Platform

This guide will show you how to update PTP Tax Platform to the latest version. Please follow the instructions below. 1. Download the software by…