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IRIS Personal Tax Knowledge Base

349 articles

personal-and-business-tax-failed-authentication-check-client-utr-id-and-password

IRIS Personal Tax, IRIS Business Tax

Personal and Business Tax - Failed Authentication, check Client UTR, ID and Password (1046)

If you get this warning on the P11D then read this KB: https://www.iris.co.uk/support/knowledgebase/kb/p11d-failed-authentication-check-username-and-password/. If you get the Error Code 1046…

personal-tax-error-code-3001-6492-or-6594

IRIS Personal Tax

Personal Tax- Error code 3001 6492 or 6594 or 6120 or 8374

You must update to the latest IRIS version Help | About (and Check for Downloads). This is because you may…

personal-tax-hmrc-data-retrieval-error-not-working-no-data

IRIS Personal Tax

Personal Tax- HMRC Data Retrieval Setup, error, not working, no data, not possible to connect

If No data for client shows or you get similar warnings like this: You must be on the latest IRIS…

2021-tax-return-master-list-cannot-run-master-cannot-be-selected-warning

IRIS Personal Tax, IRIS Accountancy Suite

IAS-92986: 2021 Tax Return Master List cannot run 'MASTER cannot be selected' warning.

Go to Personal Tax for this clientGo to Administration at the top of the screenTax Return Master ListSelect ‘Scheduler’ or…

kas-0015

IRIS Keytime, IRIS Personal Tax

Partnership linking

To ensure that the partners link correctly to the partnership return you must ensure that they have the same set…

unable-to-view-documents-or-figures-are-blank-on-openspace

IRIS Personal Tax, IRIS OpenSpace

Unable to view documents or figures are blank on OpenSpace

This is not a DEFECT in the software. This issue has been raised with Google. In the meantime, unfortunately as…

residential-finance-costs-are-not-being-brought-froward-from-the-previous-year

IRIS Personal Tax

Residential Finance Costs Are Not Being Brought Froward From the Previous Year

This is a DEFECT in the software in Version 20.3.0. This issue should be fixed in Version 21.1.0, which is…

a-director-for-company-with-zero-income-but-still-shows-up-on-employment-pages

IRIS Personal Tax

Personal Tax- Director of company with zero income BUT still shows up on Employment pages

If they are an active director then HMRC 'suggest' that the Employment is still disclosed even if there are no…

offset-an-overpayment-refund-in-the-tax-year-against-the-first-payment-on-account

IRIS Personal Tax

Offset an overpayment/refund in the Tax year against the first Payment On Account

This is a HMRC restriction in the software you cannot offset the overpayment/refund against your payments on account. Also, there…

hmrc-revised-calculation

IRIS Personal Tax

HMRC Revised Calculation

HMRC have reassessed some calculations from the 2018/19 tax year and have been and will be issuing revised SA302s. HMRC…