PTP Important Known Issues

It is important to us that we resolve any problems that are found in the PTP Software.

If your problem is listed below, we are working hard to resolve these as quickly as possible.
Issues that have been fixed or are due to be fixed in the next release, are identified as such.
For information on the next release dates, click here.

PTP Tax Platform
PTP CT Platform
PTP Tax Expense
PTP VAT Filer


PTP Tax Platform

Issue resolved in the Summer 2021 release (v21.2.127)

Individual Tax Calculation – non-resident with UK chargeable gains
Where a client is non-resident with UK investment income and UK chargeable gains and the non-resident calculation would be more beneficial, the gains were being incorrectly allocated the portion of the BR band that would otherwise have been utilised by the excluded income under ITA2007/s811.

Issues resolved in the Spring 2021 service pack 2 (v21.1378-0)

Transfer forward appears to be stuck
The global client transfer forward into the new tax year (via the 5th icon from the left on the main toolbar) has the appearance of being stuck at the point the blue progress bar is complete for Individual clients.

SA100 – Remitted foreign dividends tax credit – calculation display issue
Where there is remitted foreign dividend income that is subject to dividend tax credit, the expected line for the deduction of 10% tax credit on dividends (not repayable) is not displayed in the printed Tax Calculation Summary. This a display issue only and the calculation itself is otherwise correct and the total tax due will reflect the dividend tax credit.

SA100 - Maintenance & alimony payments – calculation display issue
Where relief for maintenance and alimony payments has been claimed, the amount itself is not being reflected under the ‘Less in terms of tax:’ subtotal in the printed Tax Calculation Summary. This is a display issue only and the calculation itself is otherwise correct and total tax due will reflect the relief claim.

SA100 – Adding company to Dividend Database triggers an exception error
When attempting to add a new dividend company to the Dividend Database via the ellipsis button to the right of the Company field in the Dividend backing schedule for box 4 on page TR 3 an exception error is displayed.

SA100 – Incorrect state pension age validation in later (2021) tax year
If the taxpayer reached state pension age during 2019-20 an next year’s tax return is being completed in advance then an incorrect validation is being displayed when state pension details are added stating that ‘You have entered state pension in box TR3/8 for a man/woman less than state pension age’.

General – Unable to collect FBI responses where Govt. Gateway password contains an apostrophe
HMRC have introduced password hardening as part of their security improvement, which includes an expansion of supported characters, and the PTP products have been updated accordingly. However, we have found that if your new or updated Govt. Gateway password contains an apostrophe then where the FBI option to ‘Collect responses later’ is selected then this will result in the return submission not being recognised on the HMRC server when polling for a response. This option is only available when submitting via the FBI option in the program tool bar.
Note: You should still receive the HMRC confirmation e-mail, but the acceptance or rejection will not be reflected in the software.

Issues resolved in the Spring 2021 Service Pack 1 (v21.1333-0)

SA100 – Payments on Account not being calculated
The tax calculation is not currently calculating any payments on account (POAs), where they are due, for either 2020-21 or 2021-22 tax years.
Consequently, these are not being shown on the printed Tax Calculation Summary.
This will not prevent the submission of the online return nor will the return be rejected for this reason as the POAs do not form part of the main calculation.

Outstanding Issues

Trust Return – property losses not displaying correctly
Where there are Residential Property losses in box 5.2 and no Residential Property gains to off set, then any Other Property losses in box 5.10 are being overwritten by the value in box 5.2 for offset a gains Other Property gains.
Workaround
There is currently no workaround for this issue. For more information click here.
This issue is due to be fixed in the next release.

New address details not printed or included in the submission XML
Where a date has been entered in box 2 on page TR 1 to denote a change of address and address line 2 is blank then said date is note included on the printed return nor is the new address included in the submission XML.
Workaround
If it is possible to add an entry at line 2 of the address (such as a district or area) then the expected output will be produced. Otherwise, there is no workaround for this issue. For more information click here.
This issue is due to be fixed in the next release.

UK Property – refresh issue associated with box 45 on page UKP 2
Where there are unused residential property finance costs brought forward then these are not being reflected in box 45 on page UKP 2 of the UK Property supplement unless the Excess Residential Finance Costs schedule has been accessed.
Workaround
Access the Excess Residential Finance Costs schedule found on the Other property Summary data entry screen. For more information click here.
This issue is due to be fixed in the next release.

Trust Capital Gains – transferring losses to a beneficiary
When completing box 5.22 on page TC1, the program correctly identifies that losses b/fwd will now be used against the gains in the year and populates box 5.12 automatically (up to the AEA). However, it does not then consider the amount at 5.12 and apply the same in box 5.25, and consequently does not reduce the c/fwd loss amount accordingly in box 5.26.
Workaround
The proposed workaround is to edit the b/fwd loss value by the amount utilised in the year so that the correct c/fwd is reported and then add a note in additional information (box 5.42) to explain that due to a software error with box 5.25, the b/fwd amount in 5.24 already reflects the use of b/fwd losses reported in box 5.12 in order to achieve the correct c/fwd loss amount. For more information click here.
This issue is due to be fixed in the next release.

Intermittent -missing interest and/or dividend values on FBI locked returns
Where the SA100 contains interest and/or dividend income then in certain circumstances these values can appear missing from the tax return and tax calculation. The values are still present in the backing schedules but due to the nature of the FBI locking mechanism, it is preventing these values from being displayed. The submission XML is unaffected.
Workaround
This issue requires a data fix to be carried out by the Support team. Otherwise, there is currently no workaround for this issue. For more information click here.
This issue is due to be fixed in the next release.

PTP Launcher fails to open
The PTP launcher appears briefly before closing on every attempt.
Workaround
If this problem has occurred immediately following a PTP update on a different workstation or server, please open Tax Platform on the machine which has already been updated, then retry the Launcher on the affected workstation.
Alternatively, run the update from the website directly on the affected workstation, click here.

If no PTP update has recently been run, please open Tax Platform directly on the affected workstation by browsing to the install folder (default location is C:\PTP\Platform) and double- clicking on the application file, Platform.exe (with the black PTP logo). Retry the Launcher.
For more information, click here.
This issue is currently under investigation.

System Clock message when opening the software
When trying to open PTP Tax Platform a warning appears that the System Clock has been set back to the past.
Workaround
Please try again to open the software as this message may appear intermittently and not occur again.
If the error persists, for example, if the System Clock has genuinely been changed, this may indicate a problem with the licence files in the data location. Please browse to the location where the PTP data files are stored and remove any licence files. These will have a file extension of .lic and the name of the file will take the format xxxx-xxxx-xxxx-xxxx.lic where the x’s represent a 16-digit number. The product(s) may then be licensed once more via Spanner icon > Registration tab.
For more information, click here.
This issue is currently under investigation.


PTP CT Platform

Outstanding Issues

Cars 1-50g/km & >51g/km not being included in the iXBRL Capital Allowance schedule
The asset details of cars with CO2 1-50g/km and >51gkm are not being included on the iXBRL Capital Allowance schedule but are included in the schedule totals (unless these are the only assets, in which case the schedule is not included). The CT600 displays the values.
Workaround
These assets are included in the PDF schedules which can be generated and attached to the submission, if required. For more information click here.
This issue is due to be fixed in the next release.

System Clock message when opening the software
When trying to open PTP CT Platform a warning appears that the System Clock has been set back to the past.
Workaround
Please try again to open the software as this message may appear intermittently and not occur again.
If the error persists, for example, if the System Clock has genuinely been changed, this may indicate a problem with the licence files in the data location. Please browse to the location where the PTP data files are stored and remove any licence files. These will have a file extension of .lic and the name of the file will take the format xxxx-xxxx-xxxx-xxxx.lic where the x’s represent a 16-digit number. The product(s) may then be licensed once more via Spanner icon > Registration tab.
For more information, click here.
This issue is currently under investigation.

FBI - Preparing FBI Files
A small number of users have reported problems when preparing FBI files for multiple returns at the same time.  This has manifested as pre filing validations indicating that numbers are not adding up correctly, or even as the number from box 155 or 190 appearing on the other return being processed at the same time.  This is intermittent but is currently being investigated. 
Workaround
The current workaround is to process one return at a time through the FBI process.
For more information on this issue, click here.
This issue is currently under investigation.


PTP Tax Expense

Outstanding Issue

Incorrect validation for Assets placed at the employee's disposal and available for part of the year
Where transaction type L (Assets placed at the employee's disposal) is added and the From/To dates only cover part of the year then a validation message is triggered stating that the cash equivalent must equal the Annual value less Amount made good.
Workaround
If there is more than one transaction of this type, then amalgamate the ‘cash equivalent’ values into a single entry and enter this as the annual value as well as setting the From/To dates to cover the whole tax year (these dates are not submitted). For more information click here.
This issue is due to be fixed in the next release.


PTP VAT Filer

Issue resolved in the Summer 2021 release (v21.2.0.4)

Invalid_Request error when importing from spreadsheet
In certain situations, an 'Invalid_Request' error was being displayed when attempting to import VAT Return values from a spreadsheet.