Knowledge Base Articles

business-tax-invalid-data-entry-accountname

Business/Personal Tax: Invalid Data Entry ‘Accountname’ OR ‘Line

For the full list of Invalid warnings - Read this KB Invalid data entry: Account Name Data Entry Overpayments & Repayment Claim Bank Details and…

business-tax-ltd-property-letting-company-but-unknown-trade-loss-gain-appearing

Business Tax: LTD Property Letting company with unknown trade loss/gain appearing OR LTD with unknown property loss

There are two checks to go through the steps: LTD Property type having unknown Trade gain/loss. LTD company which used to be Trading company and…

business-tax-enter-bank-details-and-sort-code

Business Tax- Enter Bank details and Sort code. Boxes 945, 950, 970 and 980 are blank?

Boxes 945/950/970/980 are blank on the tax return?- This is a HMRC restriction. This data information does not need to be shown on the Electronic…

vat-filer-client-periods-listed-are-incorrect

VAT Filer- Client periods listed are incorrect or duplicated

The listed periods (by month, by quarter etc) on the left side of the VAT Filer are from HMRC (they are not set or stored…

personal-tax-other-private-pension-missing-from-tax-comp

Personal Tax- Other or Private pension incorrect/missing on Tax comp. HMRC or Manual values

This is related to the 'HMRC or Manual' values linked to pensions. You get an issue for Pensions in FOUR different ways: Pension entry or…

iris-aml-flash-player-required-for-bribery-anti-money-laundering-training

IRIS AML- Flash Player Required for Bribery & Anti-Money Laundering Training

We have been made aware of an issue on the Anti-Money Laundering Desktop version where training modules "Bribery Act" and "Introduction to Anti-Money Laundering" fail…

personal-tax-how-to-carry-back-eis-share-loss-to-previous-year

Personal Tax- How to carry back EIS or SEIS Share loss to previous year?

EIS/SEED Investment relief claim is a different process - read this KB If you want to claim a Share loss against the current year the…

business-tax-how-to-carry-back-a-loss-up-to-3-years-for-ltd

Business Tax: How to Carry back a loss up to 3 years for LTD?

Load the client in BT and ensure you are on the year of the loss Go to Edit in the top left hand corner and…

personal-tax-how-to-tick-box-9-on-pg-tr2-additional-information

Personal Tax: How to tick YES on Box 9 Page TR2 Additional Information?

Additional Information Box 9 on page TR2 is only automatically ticked 'YES' if there are entries for Married couple allowance, Life insurance gains, Chargeable event…

personal-tax-how-to-transfer-marriage-allowance

Personal Tax- How to Transfer Marriage Allowance

Marriage Allowance and Married Couples Allowance are two separate allowances. Married Couples Allowance is only viable for clients born before April 1935, read this KB…

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