Knowledge Base Articles

iris-docs-confidential-clients

IRIS Docs Confidential Clients

Currently Confidential Clients in IRIS will not automatically sync into IRIS Docs, if you require a confidential client to appear in IRIS Docs then please…

personal-business-trust-tax-how-to-import-export-a-clients-extract

Personal, Business, Trust Tax- How to Import/Export a Client’s Extract

If you get the extract from eg another accountant/office then always check their IRIS version matches your IRIS version (Help and About) - if they…

iris-21-3-timesheets-not-updating-to-the-time-ledger

IRIS 21.3- Timesheets not updating to the Time Ledger

The development team have identified a defect when updating the ledger for Timesheets when two months correspond on the same week for example a timesheet…

business-tax-partnership-trade-computation-correct-but-the-tax-return-is-wrong-missing-data

Business Tax: Partnership Trade Computation correct but the Tax Return is wrong/missing data (Also not use AP)

Load the client and select the relevant period Go to 'Trades' at the top of the screen Partnership, Overwrite/Leave – set this from NO to…

business-tax-claim-creative-enhanced-expenditure-credit

Business Tax- Claim ‘Creative Enhanced Expenditure’ credit 540,665 and 885

HMRC Pre and Post 2024/2025 rules - Certain Film/TV/Video game credits are now moved to the new Audio visual and video games ‘Expenditure credit regime’…

personal-tax-fill-in-foreign-dividends-boxes-6-7-page-tr3

Personal Tax: Fill in Foreign Dividends Boxes 6, 7 Page TR3 OR Other Dividends Box 5?

TR3 Box 5 - Go to Dividends, Capital assets, Shareholdings and create the share, ensure the UNIT TRUST option is ticked (on Top right) then…

kba-03800

PTP TPO – message: No data to write

If the message : 'No data to write' appears please do the following below:- Click on '7: System Administration' - Click on 'System Administration …' button…

installing-sql-server-express

Installing SQL Server Express

Download the SQL Server 2019 Express installer by clicking this link. The installer will automatically begin to download. (The installer file is approximately 280 megabytes…

personal-tax-lock-down-tax-year-or-this-years-tax-matters-have-already-been-cleared-up-for-this-client

Personal Tax: Lock down Tax year OR ‘This years tax matters have already been cleared up for this client’

Once you have submitted a SA100 to HMRC you want to 'lock down' a tax year to stop users from generating a further new/amended SA100,…

business-tax-box-865-repayment-of-corporation-tax

Business Tax: Box 865 Repayment of Corporation tax

How to fill in 865: Data Entry, Calculation, Tax Reconciliation, Enter figure in box 595, which fills in 605 and Ok. This fills in 865…

Knowledge Base Articles

Knowledge Base

Newsletter

Ask IRIS