Knowledge Base Articles

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…

personal-tax-retrieve-sole-trader-covid-seiss-data-from-hmrc

Personal Tax: Retrieve Sole Trader Covid SEISS data from HMRC

In 2021 it is now possible to retrieve the amount of SEISS grants claimed by an individual for a specific tax year for Sole Traders, as well as…

you-do-not-have-a-licence-for-iris-collector

You do not have a licence for IRIS Collector

If you have updated to IRIS 21.2.376 and you receive the following message when launching IRIS Accountancy Suite, then please do the following steps to…

personal-tax-exception-hmrc-have-provided-class-1-total-nic

Personal Tax: Exception HMRC have provided Class 1 Total NIC.

These exceptions are automatically generated, they are simply asking you to double check the NIC calculation. If you believe your NIC figures are correct then…

personal-tax-exception-value-returned-by-hmrc-for-marriage-not-applicable-status-selected

Personal Tax: Exception: Value returned by HMRC for marriage ‘not applicable’ status selected

Load the client who is transferring the allowance from (i.e partner giving away their allowance). If it’s a non client then go to step 6.Reliefs,…

personal-tax-how-to-enter-seiss-and-covid-grants

Personal Tax – Enter SEISS and Covid grants? TR8 Box 21 and 20.1

The tick in TR8 Box 21 is the tax calculation which is classed as 'supplementary', as the tax calculation summary page IS a supplementary page.…

personal-tax-import-data-into-uk-land-and-property

Personal Tax- Import CSV data into UK Land and Property (FHL/Other)

Load the client and relevant year. Go to UK Land and Property | UK Property Income There must be a existing property; if not then…

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