Personal Tax- Run a Paper OR E-Checklist and crashes

personal-tax-run-a-paper-or-e-checklist-and-crashes

Personal Tax- Run a Paper OR E-Checklist and crashes

15th April 2025

IRIS Personal Tax- Run a Paper or E-Checklist but crashes

Personal Tax is crashing while its running/producing the Paper or E-Checklist for ‘All Clients’ and ‘Range of clients’. You may get a message iwinptax.exe has stopped working and may also show a Exception warning as well see below.

1. It can be caused by a data issue with one or more of your clients. For example, when you run checklists and it starts to generate them, it may reach a specific ‘affected’ client, it will freeze and stop the entire run and/or then crashes PT. First Load prior year, and go to Edit/mark data entry complete/ and ensure every section is completed, then run a final tax comp for your clients, Change to next year, edit, bring forward data, run tax comp. Now run a paper/e-checklist”. If you get same crash then do not use the ‘All Clients’ option but again use the ‘Range of clients’ option and Ignore/bypass the specific name where it freezes and run it from the names afterwards (Run the checklist just before the affected client, stop and then run a 2nd time after the affected client) If that works, then manually look at the clients you believe is the cause. At least you can narrow down the affected client(s) and bypass them so you can get the majority of the checklists completed.
2. If you cannot tell/see a ‘clients ID’ when it stops/crashes then use ‘Range of clients’ and run it for the first 10 clients, if it works, run it again for the next 10 clients etc (You may want to edit this ’10’ count depending on your client numbers eg 5, 15, 25 etc). It provides evidence when it crashes within the 10 clients and you can then avoid the affected client(s) so you can complete the rest of the clients checklists.
3. Ask another PT user on another pc to try same steps to generate checklists
4. If it affects every PT client and every user on all pcs in the 2025 year (eg Don’t use ‘all’ or ‘range’ but instead run a checklist for just 1 client, then try a 2nd client etc) then this has been raised to the IRIS Development team for investigation and we shall update this KB once we have further news. We apologise for any inconvenience caused.
5. If PT is crashing when you get to ‘Report Output Screen’ (Not when its generating the list) and you tick the options ‘PDF’ and/or ‘On Screen’ and you click OK and then PT crashes. Please ask use another pc or another user to try and show the checklists. If its fails on all pcs and under all users then please update all Printer Drivers and restart IRIS. If it fails to show/save as PDF then raise a Community Case and state it fails when trying to save as PDF etc.