Knowledge Base Articles

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3023 articles

a-director-for-company-with-zero-income-but-still-shows-up-on-employment-pages

Personal Tax- Director of company with zero income BUT still shows up on Employment pages

If they are an active director then HMRC 'suggest' that the Employment is still disclosed even if there are no income/benefits. Prior to 2021 -By…

offset-an-overpayment-refund-in-the-tax-year-against-the-first-payment-on-account

Offset an overpayment/refund in the Tax year against the first Payment On Account

This is a HMRC restriction in the software you cannot offset the overpayment/refund against your payments on account. Also, there is no boxes on the…

trust-tax-return-2020-capital-assets-tc-2-showing-incorrect-dates

Trust Tax Return 2020 Capital Assets TC 2 showing Incorrect Dates

This is a DEFECT in the software and will be fixed in Version 21.1.0, which is due to be released in April 2021. However, please…

hmrc-revised-calculation

HMRC Revised Calculation

HMRC have reassessed some calculations from the 2018/19 tax year and have been and will be issuing revised SA302s. HMRC effectively gave us the incorrect…

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Personal Tax: Print an SA302 and Tax Year Overview

The IRIS Personal Tax 'Tax computation' report can now be used in replacement of an SA302. The clients name and UTR must be visible on…

performance-issues-when-generating-documents-in-time-fees

Performance issues when generating documents in Time & Fees

We have received reports from users of performance issues when generating documents from IRIS Time & Fees in bulk, e.g. Invoices/statements/AutoMail letters. We have investigated…

12221

Coronavirus (COVID-19) & Paying Employees

Furlough Extension Update 6th Nov 2020 The government has now announced the furlough scheme will be extended until the end of March 2021 Update 3rd…

iris-84839-personal-tax-crashing-when-indexing-multiple-documents-from-tax-to-iris-docs

IAS – 84839 : Personal Tax crashing with “Archive document failure” when indexing multiple documents from Tax to IRIS Docs

Archive document failure: _InvuTalker.UploadAndIndexDocument Failed The development team have investigated this issue and identified a resolution. This resolution will be included in the 20.3 service…

12229

IRIS Payroll Professional: Guides for Furloughed Employees

Covid-19: A Practical Guide Guide to manually calculating furlough reclaim

retrieve-hmrc-data-button-missing-in-ptp-tax-platform

Retrieve HMRC Data button missing in PTP Tax Platform

1. Download file from here (Right click on here and select save target as) 2. Copy this file to the PTP Data folder. The data…