Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

2924 articles

personal-tax-r40-missing-trust-utr-code-on-box-4-1-page-2

Personal Tax- R40 missing Trust UTR code on Box 4.1 Page 2

The Trust UTR is not showing on R40 Box 4.1, this is because you may have two or more entries…

personal-tax-claim-indexation-rpi-on-capital-disposals

Business Tax- Claim Indexation (RPI) on Capital disposals

Business Tax- Claim Indexation (RPI) on Capital disposals Personal Tax has no indexation provided because HMRC rules states its only…

personal-tax-farmers-averaging-was-calculating-for-2-years-but-not-for-5-years

Personal Tax- Farmers Averaging was calculating for 2 years but not for 5 years

This issue was investigated by the Development Software Team. They have confirmed this is a DEFECT in IRIS Software Version…

vat-filer-2022-to-2023-annual-period-is-missing

VAT Filer- 2022 to 2023 Annual period is missing fix

This issue has been identified and the development team have released a hotfix. This hotfix comes as an installer and…

pt-bt-p11d-load-transmit-screen-and-closes-or-cannot-select-row-and-transmit

IRIS Personal Tax, IRIS Business Tax

PT/BT/P11D- Load Transmit Screen and closes or cannot select row and transmit

You have generated a tax return and are ready to transmit to HMRC. When you click 'Transmit Internet Return' (or…

how-to-restore-a-ptp-taxexpense-backup

PTP - How to Restore a PTP TaxExpense Backup

CAUTION: RESTORING YOUR DATABASE WILL OVERWRITE YOUR EXISITING DATA! We recommend that before you restore your Database that you have…

ptp-how-to-backup-ptp-taxexpense

PTP - How to Backup PTP TaxExpense

1. In PTP TaxExpense click on the icon highlighted in the screenshot above that says "Backup/Restore TaxExpense Database" 2. In…

kba-03838

PCSR - Receive Authority2File comms log error "Your mailbox cannot be accessed. Please activate TLS in your mail program."

This may occur where a vendor supplied email address is being used for Authority2File and has occurred following a change…

p11d-personal-tax-invalid-national-insurance-number

IRIS P11D, IRIS Personal Tax

P11D/Personal Tax- Invalid National Insurance Number

Known Issue and fix: If a client has a PREFIX of 'NJ', please first ensure you are on IRIS version…

business-tax-if-the-type-of-company-is-0-then-an-applicable-tax-rate-from-one-of-full-rate-of-ct-small-co-rate-of-ct-equiv-low-ct-rate-full-rf-rate-of-ct-rf-small-co-rate-of-ct-or-ct

Business Tax- If the type of company is 0 then an applicable tax rate from one of [FULL RATE OF CT], [SMALL CO RATE OF CT], [EQUIV. LOW CT RATE], [FULL RF RATE OF CT], [RF SMALL CO RATE OF CT] or [CT RATE FOR NI TRADING PROFITS] must be used for the second financial year

The warning may also state '(UK trading or professional service)' This is a known HMRC issue causing this error and…