Knowledge Base Articles

personal-tax-hmrc-exclusion-id127-128-129-130-131-special-id39-9-and-10

Personal Tax- ‘HMRC Exclusion ID’ Example: 127, 128, 129, 130, 131,136,140 Special ID39, 9 and 10

This list of HMRC Exclusion IDs are unique for each year. New ID codes not on the list below can be added on per year…

business-tax-remove-record-totals-only-on-the-legacy-data-entry

Business Tax: Remove record totals only on the legacy data entry

Go to Edit, Legacy Data entry, Chargeable gains totals - Remove tick for 'Record Totals Only'. The 'Legacy Data entry' option is missing: this option…

accounts-to-business-personal-tax-linking-codes-to-seiss-box-70-1

Accounts to Business/Personal Tax: Linking Codes (eg 96) to SEISS box 70.1 Sole traders

October 2021: SEISS (Self Employment Income Support Scheme) Mapping updateTo cater for the transfer of SEISS grants from Accounts Production, through to Business Tax into…

personal-tax-making-tax-digital-and-mtd-status

Personal Tax- Making Tax Digital and MTD Status

April 2025 Update: 25.1.0 IRIS version, this will begin HMRC MTD in IRIS Personal Tax 2024/2025. Any questions MTD@IRIS.co.uk. To register for the pilot go…

personal-tax-how-to-edit-nic-class-2-and-4

Personal Tax – How to edit NIC Class 2 and 4?

Breakdown of the NIC2/4 value: Run the 'Trade Computation' to see how PT is calculating the NIC2 and NIC4 or if it is below income…

personal-and-business-tax-you-must-setup-your-user-id-and-password-before-generating-an-internet

Personal/Business Tax: You must setup your User ID and password before generating/submit

Go to Help and About and ensure you are on the Latest IRIS version. Log in to IRIS as a MASTER user Load client in…

ps-2586-charge-rate-defaulting-to-incorrect-rate

IRIS 21.2.0 – Charge Rate Defaulting to Incorrect Rate

We have identified a defect in version 21.2.0.376 when a worktype has an assigned charge rate the next line is also defaulting to use this…

personal-business-tax-how-to-password-protect-a-client

Personal/Business/Trust Tax: How to password protect a client?

Load the client in PT or BT or TT Client and View Advanced Confidentiality (if you need to remove the password - click CLEAR) Enter…

personal-tax-property-loss-and-claim-private-residence-relief

Personal Tax: Property Loss and claim Private residence relief?

HMRC Restriction – You cannot claim a relief against a loss. Workaround - Adjust the disposal amount to obtain the correct loss figure. Then make…

personal-tax-partnership-shows-up-as-sole-trader-or-you-only-deal-with-one-of-the-partners

Personal Tax- Partnership shows up as Sole trader OR you only deal with one of the Partners

To trigger the partnership pages you need two or more partners within the Partnership. If you only create one partner within the business then PT…

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