Knowledge Base Articles

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2968 articles

ias-12909

IRIS Personal Tax

5093

HMRC have confirmed that the 5093 error message you are receiving could be down to the UTR being incorrect. Please…

ias-12907

IRIS Personal Tax

How to access IRIS Help documents and guides on IRIS Personal Tax

1. Open IRIS Personal Tax 2. Press the 'Help' button which is located on the far right of the toolbar…

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IRIS Personal Tax

Where can the user find the Residence Questionnaire within IRIS Personal Tax

To open the residence questionnaire, please follow these steps: 1. Open IRIS Personal Tax and select a client 2. Select…

ias-12905

IRIS Personal Tax

How to make an entry on page SP1 Box 4 (Partnership Short, Box 4)

To make an entry inside this box you must enter a 'To' date inside the clients involvement screen by following…

12184

IRIS GP Accounts

How to correct item added in previous year by mistake

Before editing any items: • Take a backup of current data •Make sure the problem entries are unreconciled •Make a…

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PCSR - How to change the PTP Share Register data path

Locate the PTP Share Register icon on the desktop, then right click on the icon and select Properties.  Select the…

12185

IRIS GP Payroll

AW8 Report showing zero (0.00) for previous years

Unfortunately, this report isn't able to report on these figures retrospectively and must populate the values as the payroll is…

kba-03642

PTP TR - How to print an SA303 form

To print an SA303 please do the following: 1) Go into PTP Tax Platform and select the relevant client 2)…

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IRIS Business Tax

CT600 How to stop IRIS from taxing untaxable money

Go to Business tax for the client Go to Edit in the top left hand corner Select Corporation tax computation…

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IRIS AutoMail

Word Templates save as PDF in Communications

There is a new version of the update which is now available on the downloads page The version which had…