Knowledge Base Articles

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PTP TR – Where to make an entry for Trading Allowance for Self-employment

To make an entry for Trading Allowance for Self-employment please do the following: - View the Tax return - View the Self-employment screen - Click…

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Error message when filing emails to DOCS

Document transfer failed: An exception occurred converting the msg file *file Path*. Could not create RDOSession object with.... Wrong OS or OS Version for application…

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PTP PTR – How to amend the nominated partner for partnership

Please do the following: - Highlight the partnership within the 'Find Client' - Click on the 'Client Main Details' tab - Right-hand side of the screen,…

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PTP TP/CT/TE – How to activate licences

There are two ways of activating licences. One way is within the PTP launcher, please do the following: - Click on the 'Tools' button -…

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PTP TR – How to reduce Payments on Account (POAs)

If the calculated POAs need to be reduced please do the following: 1. On page TC1 tick box 10 to indicate a claim to reduce…

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PTP TR – How to generate the calculation as a Scottish Taxpayer

Please do the following below within PTP Tax Platform:- Highlight the correct Tax Return - Click on the 'Calculation' button - Tick the box 'Tick…

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PTP TR – Extending the basic rate band

Within the tax calculation summary there is no specific statement detailing how much the basic rate band (BRB) has been extended by, but the allocation…

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NIL benefits summary for employment is appearing on the schedules of data

In 19.3.2 an option within setup | Tax return options is due to be implemented which will give the user the ability to include the…

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PTP TR – Interest and/or Dividends no longer showing on page TR3

Removing FBI status will unlock the return and refresh the values if necessary but we would recommend printing a copy of the HMRC receipt prior to this.…

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The tax charge on an Annual allowance charge is incorrectly calculated for a Scottish taxpayer in 2019

WorkaroundHMRC are informing users to manually add an amount for tax paid within AIL11 to reduce the pension charge to the expected amount.In IRIS Personal…

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