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IRIS Personal Tax Knowledge Base

349 articles

business-personal-tax-hmrc-unsuccessful-submission-for-ref-xxxxxx

IRIS Personal Tax, IRIS Business Tax

Business/Personal Tax: HMRC Unsuccessful submission for Reference XXXXXX

This warning is coming from HMRC. If you submit a BT or PT tax return to HMRC and you get…

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-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,…

business-personal-tax-transmitting-pending-status-polling-and-gateway-busy

IRIS Personal Tax, IRIS Business Tax, IRIS P11D, IRIS Trust Tax

Business/Personal Tax Transmitting: Pending status, Polling and Gateway busy, Establish connection

Any Gateway or Transmission issues are usually as a result of the HMRC server experiencing a busy period; self-assessment submissions…

personal-tax-report-on-status-of-clients-return-was-sent-no-work-etc

IRIS Personal Tax

Personal Tax- Report on Status of clients (Tax Return was sent, no work etc)

You want a report on work done for clients - if a return was sent, if no work was done…

personal-business-trust-tax-how-to-import-a-clients-extract

IRIS P11D, IRIS Business Tax, IRIS Personal Tax, IRIS Trust Tax

Personal, Business, Trust Tax- How to Import a Client's Extract

If you get the extract from eg another accountant/office then always check their IRIS version matches your IRIS version (Help…

personal-tax-property-expenses-missing-from-schedules-of-data

IRIS Personal Tax

Personal Tax- Property Allowance Rules or Expenses missing from Schedules of Data/Comp

HMRC rule: If you claim either Furnished Holiday Let or Other property or Foreign 'Property allowance' (£1000) – this will…

personal-tax-enter-cis-deductions

IRIS Personal Tax, IRIS Business Tax

Personal/Business Tax- Enter CIS Deductions

In Personal Tax 1. Load the client and select correct year 2. On the left side: TPV, STP, open the…

iris-pt-bt-trust-tax-need-report-on-all-active-clients

IRIS Business Tax, IRIS Personal Tax, IRIS Accounts Production, IRIS Trust Tax

IRIS AP, PT, BT, Trust tax: Need report on active clients

If using Accounts Production - Go to Help and About, the 'Accounts Productions' Tab- it will list the number of…

personal-tax-how-to-transfer-marriage-allowance

IRIS Personal Tax

Personal Tax- How to Transfer Marriage Allowance

Marriage Allowance and Married Couples Allowance are two separate allowances. Married Couples Allowance is only viable for clients born before…