Knowledge Base Articles

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Knowledge Base

2946 articles

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IRIS Business Tax

How to exclude balance sheet from a Partnership Tax Return?

To resolve the query above please do the following within Business Tax: - Go to Trades at the top of…

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IRIS Personal Tax

In Personal Tax for a client, it shows as male instead female should be selected

To resolve the query above please do the following within Personal Tax: - Client - View - Marriages - View…

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IRIS Payroll Professional, Earnie, IRIS Earnie IQ

How to display leavers on the "Select Employee" list

By default, payroll will list only the active employee on the payroll. You can change this setting if you need…

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IRIS Personal Tax

Personal Tax- Tax Computation 'Non repayable tax credits on dividends'?

Your client is receiving a Dividend tax credit which was never paid etc on the Tax Comp. HMRC rule being…

ias-12883

IRIS Business Tax

The amounts from Accounts Production not pulling through to Tax Computation

Please do the following to resolve this issue in Business Tax: - Go to Client in the top left-hand cornerViewPlease…

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IRIS Personal Tax

Personal Tax- Notional tax from Chargeable Event gain shows as Refund?

This is a HMRC rule applied- First the notional tax reduces the tax to 0 , then ANY the tax…

kba-03633

IRIS AML

AML - how to generate a report of personnel completing training events

Go to MLRO/Administrator Functions > Personnel Training > open the relevant training event record > select the Participants tab.  This…

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IRIS PAYE-Master, IRIS Payroll Business, IRIS Bureau Payroll, IRIS GP Payroll, IRIS Payroll Professional, Earnie, IRIS Earnie IQ

Automatic re-enrolment for AE Pensions

Re-enrolment Re-enrolment occurs approximately 3 years after the company’s staging date and then every 3 years after that.  At the…

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IRIS Personal Tax

Trying to retrieve HMRC data for 2017/2018 but it is picking up 2016/2017 figure

We recently discovered that our bring forward routine in IRIS Personal Tax was incorrectly rolling forward the HMRC pre-population values…

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IRIS GP Accounts

How can I adjust the opening year balance?

You can adjust the opening balance by clicking on the  "Setup" menu item.   This will open the Setup window, click  "To…