Knowledge Base Articles

os-105-openspace-link

OS-105 : Managing the OpenSpace link for existing clients in Accountancy Suite

Manually establishing the OpenSpace client link To establish the link, access the Basic tab of the Client Maintenance screen.The client maintenance screen is accessible in…

personal-tax-payment-on-account-how-to-reduce-a-payment

Personal Tax: Payment on Account, How to reduce or delete a payment?

POAs may not appear for these 3 reasons:1. If the tax liability is less than £1000 (Also read the very bottom of KB if your clients…

personal-tax-hmrc-has-provided-class-1-total-nicable-earnings-of-xxxx

Personal Tax- HMRC has provided Class 1 Total NICable earnings of XXXX (linked to NIC1)

These exceptions warnings are automatically generated if your PT HMRC Data retrieval is switched on- they are simply asking you to double check the NIC…

self-service-publish-option-is-greyed-out-within-pas-p11d

Self Service publish option is greyed out within PAS P11D

PAS P11D is supplied via a third party. The option for self-service is not one of the options we have chosen to enable. Support is…

business-tax-tick-untick-the-provisional-10-1-box-partnership

Business Tax: Tick/Untick the Provisional 10.1 box Partnership?

There are two methods: Other Information, Declaration OR Trading and Prof income, Additional/ Provisional information

personal-tax-claim-investors-relief-for-share-disposal-taxed-at-10

Personal Tax: Claim ‘Investors relief’ for share disposal taxed at 10%

Investors Relief is named within PT as 'Entrepreneurs Relief – Long-term investments' Dividends. Capital assets and on the shareholding entry screen - open the share…

iris-pt-bt-there-was-a-transmission-failure-xx-returns-rejected

IRIS PT/BT: There was a Transmission Failure! XX Returns Rejected

On the 'Transmit Internet' screen you are trying to submit 2+ periods at the same time (eg you have highlighted two or more rows at…

personal-tax-payment-on-account-posting-already-exists

Personal Tax: Payment on Account – ‘Posting already exists’

1.Load the Client in PT and the correct year. 2. Administration at the top, Client account, tick in the top left 'Show full amounts' and…

p11d-3001-7000-in-ir-header-you-are-not-enrolled-to-submit-under-this-reference

P11D- 3001 7000 in IR header. You are not enrolled to submit under this reference OR 3001 5040 PAYE submission

Ensure your IRIS version is up to date - Help and About and check for Downloads The TWO errors 7000 and 5040 are listed below…

iris-22-1-0-old-email-addresses-appearing-when-sending-an-email-from-communications

IRIS 22.1.0- Old Email Addresses Appearing when sending an email from Communications

When sending a Logged/Unlogged email from the IRIS Communications tab to a client there have been reports an email address appears on the list which…

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