Knowledge Base Articles

personal-tax-use-trade-loss-against-current-income

Personal Tax- Use Sole/Partnership Trade loss against current income?

1.Load the client and select correct year 2. on the left side go to TPV, STP and select the correct period 3. IF a Partnership…

kba-03797

PTP CT – Box 530 is not populating with the amount of the R&D tax credit claim

HMRC made a change in April 2021 regarding the circumstances in which box 530 is populated in conjunction with the introduction of the CT600L form. …

kba-03796

PTP CT – How to carry back a trading loss to a previous period

1. Click the fanned pages icon at box 160 to access the Losses notepad and record the amount of the loss being carried back in box…

os-110-issues-with-client-creation-in-iris-openspace

OS-110: Issues with client creation in IRIS OpenSpace

There are multiple messages referring to client creation issues, this article details the scenarios and corresponding resolutions. The “Email address not available” error means the…

p11d-car-make-model-missing-electric-option

P11D and PT- Car make/model missing, Electric option missing

The Car benefit % value is calculated using 4 factors: Read this KB NOTE: If a Electric Van zero emission using 2024/25 HMRC rules at…

business-tax-why-box-530-rd-credit-etc-is-not-filled-in

Business Tax- CT600L missing and why box 530 R&D tax credit etc not filled in?

With the launch of the HMRC form CT600L in 2021, the way that BT calculates box 530 has now changed. The HMRC have advised that…

business-tax-need-tax-return-master-report-like-in-personal-tax

Business Tax/P11D – Need Tax return Master report like in Personal tax

Business tax/P11D only has the preset inbuilt reports and there isn't yet a report like in PT called 'Tax Return Master list' etc. Create active…

trust-tax-change-non-client-beneficiary-to-active-client

Trust Tax- Change Non client beneficiary to active client?

Load Trust Tax and select the relevant yearAt the very top – click ‘Trustee/ Beneficiaries’ buttonSelect Tab ‘Beneficiaries’Select the Non client and click ViewOn the…

personal-tax-property-expenses-missing-from-schedules-of-data

Personal Tax- Property Allowance Rules or Expenses missing from Schedules of Data/Comp

When running the Tax Comp/Schedules/SA100 its omitted the Property Expense values. Go to UK land and property OR Foreign Property / Property allowance and Residential:…

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MyePayWindow

MyePayWindow, the new way to publish payslips, pension letters, P60s and P45s is now available. MyePayWindow has some fantastic features and benefits for customers to…

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