Knowledge Base Articles

personal-tax-hmrc-data-retrieval-matching-resource-not-found

Personal Tax- HMRC Data Retrieval ‘Matching Resource Not Found’

MATCHING RESOURCE NOT FOUND – When you access a clients trade and get a data retrieval error log with ‘Matching resource not found’. No quarterly obligation…

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Incorrect SSP threshold displayed for 22/23 in PAYE-Master

We are aware of an issue in PAYE-Master v22.10.0.32, whereby, when payroll is moved into the 22/23 tax year, the menu item Govt > SSP…

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Moving Payroll to new PC or network location

For each product, where applicable, we have gathered together guides for local and network updates and new installations along with best practice for migrating to…

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PCSR – How to do a manual share reorganisation

Please note, if multiple members are affected, and if the same rule applies to all members, it may be more appropriate to use the Share…

aml-adobe-acrobat-error-when-opening-sanctions-list-pdf-files

AML- Adobe Acrobat Error when opening Sanctions List PDF Files

Since 01/03/2022 we have been made aware of an issue when accessing Sanctions List PDF Files in the Anti-Money Laundering Software. The Error message displays…

os-how-to-change-clients-name-in-iris-openspace

OS- How to change Clients Name in IRIS Openspace

If you want to change the name of a client in IRIS Openspace we would recommend you to follow these steps. First we would suggest…

kba-03806

PCSR – How to add a Manager

In the General tab of a company record there is an optional field to assign a Manager. For convenience, a list of existing Managers appears…

trust-tax-how-to-fill-box-9a-1-standard-rate-band-1000

Trust Tax: How to fill box 9A.1, standard rate band £1000

Only CERTAIN Trust types can show the £1000 on box 9A.1. Go to Client/ View/ Change the type of trust to any of these: Accumulation…

personal-tax-claim-to-ftcr-amount-chargeable-amount-sa106-pro11-1

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 the property was already in…

personal-tax-eis-seiss-relief-carry-back-to-prior-year-not-a-loss

Personal Tax – EIS/ SEISS Investment Relief (3 year) claim carry back. If collapsed/fails/clawback OR withdrawal/reduction

NOTE: If this is an actual EIS/SEISS LOSS (not a Relief) then read this guide for EIS/SEIS loss carry back IF the EIS collapsed/fails (Clawback)…

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