Knowledge Base Articles

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Knowledge Base

3023 articles

ptp-how-to-install-ptp-share-register

PTP – How to Install PTP Share Register

This guide will show you how to install PTP Share Register as a brand new installation. Please follow the instructions below. 1. Download the software…

personal-tax-identity-verification-precondition-failed

Personal Tax- IDENTITY VERIFICATION PRECONDITION FAILED

This is a new error started in 2022 and also in 2024 and is coming from the HMRC system. They have a issue with your…

ptp-how-to-install-ptp-tax-platform

PTP – How to install PTP Tax Platform

This guide will show you how to install PTP Tax Platform as a brand new installation. Please follow the instructions below. 1. Download the software…

aml-how-to-install-iris-anti-money-laundering-desktop-version

AML – How to install IRIS Anti Money Laundering (Desktop Version)

This guide will show you how to install IRIS Anti Money Laundering as a brand new installation. Please follow the instructions below. 1. Download the…

personal-tax-and-vat-filer-you-get-a-mtderror-log-file

Personal Tax and VAT Filer- You get a MTDerror.log file

When you load a client or do a certain action, an MTD error log may appear and asks you to save and email to us.…

change-period-end-date-on-accounts-production

Change period end date on Accounts Production

Advised user to go to Edit| account period end date| add| enter in date| ok.

personal-tax-hmrc-data-retrieval-authorised-agent-identical-names-showing

Personal Tax/VAT- Authorised Agents identical names showing? Cannot get HMRC login screen to appear.

This article is relevant for PT users (to use HMRC data retrieval) and VAT filer users (to retrieve Period dates etc) with identical names showing…

business-tax-enter-dtr-double-taxation-relief-in-corporation-tax-ct600

Business Tax- Enter DTR (Double Taxation Relief) in Corporation Tax CT600

Please go to: Data Entry - Calculation - Reliefs and Deductions in Terms of Tax Edit DTR Enter the amount in Double taxation relief Click…

personal-tax-hmrc-data-retrieval-keeps-asking-me-to-login-again-after-days-week

Personal Tax/VAT Filer- HMRC keeps asking me to login again after days/week. Allow your software to interact with HMRC

You have been regularly using the Personal Tax HMRC data retrieval function or VAT Filer but when you load a client etc- it now asks…

personal-tax-non-resident-capital-gain-loss-not-showing-on-boxes-3-to-13-on-cg1-page

Personal Tax- Non Resident capital gain/loss not showing on boxes 3 to 13 on CG1 page

The Capital gain residential property section for boxes 3 to 13 on the CG1 will only be completed where the gain/loss has NOT been specified…