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IRIS Personal Tax Knowledge Base

349 articles

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IRIS Personal Tax

Top slicing calcuation is incorrect

There have been updates made to the top slicing calculation which will be included in the 18.3.0 release in October…

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IRIS Personal Tax

In Personal Tax for a client, it shows as male instead female should be selected

To resolve the query above please do the following within Personal Tax: - Client - View - Marriages - View…

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IRIS Personal Tax

Personal Tax- Why the Tax Computation show a non repayable tax credits on dividends?

According to ITTOIA Act 2005 secton 399 informs that a non UK resident is treated as having paid (non repayable)…

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IRIS Personal Tax

Personal Tax- Notional tax from Chargeable Event gain shows as Refund?

This is a HMRC rule applied- First the notional tax reduces the tax to 0 , then ANY the tax…

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IRIS Personal Tax

Trying to retrieve HMRC data for 2017/2018 but it is picking up 2016/2017 figure

We recently discovered that our bring forward routine in IRIS Personal Tax was incorrectly rolling forward the HMRC pre-population values…

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IRIS Personal Tax

Personal Tax- Foreign Property, enter the Foreign Tax Paid?

Load Client in Personal Tax - Income Tab - Foreign - Property Income - New ( in the middle of…

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IRIS Personal Tax

How to enter the attributed gains in Individual Tax Return?

To resolve the above please do the following within Personal Tax: - Edit - Capital Assets - Edit - Losses…

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IRIS Personal Tax

How to remove the End Date for a Sole Trade within Personal tax?

To remove the End Date for a Sole Trade please do the following within Personal Tax: - Trade, Professional or…

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IRIS Personal Tax

There is an entry in SA100 Student Loan Plan Type, please complete SA100

To resolve the above please do the following in Personal Tax: - Reliefs Tab - Miscellaneous - Tax Calculation -…

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IRIS Personal Tax

Personal Tax- Property Mortgage interest/Residential finance Cost Relief is missing/wrong

This HMRC legislation was brought in from 2018, whereby 25% of the Expense type 16 or 17 for a property…