Knowledge Base Articles

ps-2586-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

1.Load the client in PT or BT or TT 2.Client and View 3. Advanced ad then Confidentiality (if you need to remove the password -…

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

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…

personal-tax-how-to-use-eis-share-loss-against-current-income-tax

If you want to carry back a EIS share loss to past year then read this KB EIS/SEED Investment relief claim is a different process…

business-tax-invalid-data-entry-income-if-charity-or-non-profit

It may show with one or both of these two warnings (and may affect a non charity as well): 1.Load the client and select relevant…

business-tax-how-to-tick-box-40-or-45-and-show-bank-details-on-ct600

Load the client and select the relevant periodData entry, SummaryFor box 40 Under ‘Repayment Claim’ – ticking YES or ‘For this period’ – this will…

personal-tax-use-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

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

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…

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