Knowledge Base Articles

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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…

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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…

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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…

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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…

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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…

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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…

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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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Knowledge Base Articles

Knowledge Base

PCSR – How to do a manual share reorganisation

AML- Adobe Acrobat Error when opening Sanctions List PDF Files

OS- How to change Clients Name in IRIS Openspace

PCSR – How to add a Manager

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

Personal Tax- (Claim to FTCR amount chargeable) Amount SA106 and SA105 PRO11.1 OR Must Exceed

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

P11D – Failed/Missing Authentication, check Username and Password

IRIS: ‘Help’ option blank /white screen when opened

Personal Tax- HMRC Data Retrieval, how the data shows?

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