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Pension data entered by user not showing up on computations, only HMRC value

Article ID

ias-12552

Article Name

Pension data entered by user not showing up on computations, only HMRC value

Created Date

13th September 2017

Product

IRIS Personal Tax

Problem

Data retrieved from the HMRC is overwriting the user data in Personal Tax and is only calculating the HMRC figures.

Resolution

Load the Client in PT and the relevant year:

Pensions and State Benefits
Other Pensions
At the bottom of the screen select View Pension & State Benefit Summary
Make sure the User Value button is selected and press OK
Run Tax Computation and it will show your figures.

Please read this KB on all the checks in PT

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