Business Tax/P11D - Need Tax return Master report like in Personal tax
Article ID
business-tax-need-tax-return-master-report-like-in-personal-tax
Article Name
Business Tax/P11D - Need Tax return Master report like in Personal tax
Created Date
8th September 2021
Product
Problem
IRIS Business Tax/P11D -you need Tax return Master report like in Personal tax which lists all CT600s etc status
Resolution
Business tax/P11D only has the preset inbuilt reports and there isn’t yet a report like in PT called ‘Tax Return Master list’ etc.
Create active clients report – https://www.iris.co.uk/support/knowledgebase/kb/iris-pt-bt-trust-tax-need-report-on-all-active-clients/
P11D clients – Select the relevant year first, Go to Reports, P11D client companies, choose from the 2 options and will list the companies.
BT and P11D Clients – List of submitted P11Ds or BT, go to ‘Transmit Internet return’, select all clients, once loaded go to the ‘Return Type’ and select ‘P11D or BT’ and it will list all returns submitted in the one year, take a screenshot.
If you have the Datamining and IRIS Practice Management License then you can run your own report.
- Launch Data mining (To select data mining right-click on the PM icon and select Data mining)
- Select forms
- Client type – tick LTDs and leave registered clients
- Click add to list
- In Columns – Business – year end – tick date – then – corporation tax – latest – income – for example: Income from UK land and buildings
- Click find at the top and you will be presented with the report. You can modify any of the options to give you the data you need.
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