Knowledge Base Articles

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

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

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)…

p11d-failed-authentication-check-username-and-password

If you recently changed your HMRC password OR suddenly all your clients are getting the failed auth warning then read the 1st IMPORTANT paragraph of…

iris-help-option-blank-white-screen-when-opened

Get your IT team to apply this fix- you have to apply this on all affected machines 1.Click Start, click Run, type regedit, and then…

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, the top five boxes must…

kba-03805

The workaround is to click New Companies House Data Check instead. This issue has now been resolved 11/02/2022.

iris-21-4-0-cannot-send-an-email-to-multiple-addresses

When a user goes to send a document as an attachment on an email, they highlight and select multiple email addresses to be sent to.…

business-tax-edit-losses-no-postings-found-warning

Below are listed several fixes in BT and PT(at very bottom) In Business Tax- If you go to Edit , Losses (as you have a…

personal-tax-how-to-carry-back-capital-loss-to-previous-capital-gain

1. Select the client and the year of the loss. 2. Dividends and Capital Assets. You MUST have created or have a existing Capital loss…

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