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2946 articles

business-tax-surrender-maximum-the-maximum-available-for-surrender-as-group-relief-box-850-855

Business Tax- Surrender maximum the maximum available for surrender as group relief (Box 850/855)

Note: Box 850 is linked to Excess Management Expenses and 855 is linked to Excess surrender as group relief This…

personal-tax-basis-period-reforms-2023-2024

IRIS Personal Tax

Personal Tax - Basis Period Reforms and Transitional profits 2023/2024 onwards

UPDATE JUNE 2024: We have been advised by HMRC on how to cater for this scenario (on extended/shortened periods) and…

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How to add company logo to Company Secretarial forms

The following steps will replace the IRIS logo in the top right of the forms produced in Company Secretarial with…

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Openspace- How to edit the name approving documents?

Openspace will always use the very first client name created in OS to approve the documents – So if a…

ptp-how-to-install-ptp-tax-expense

PTP - How to Install PTP Tax Expense

This guide will show you how to install PTP Tax Expense as a brand new installation. Please follow the instructions…

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PTP Tax Platform - Partnership - message: missing partnership pages

To resolve your query please follow the steps below: - Open PTP Tax Platform - Under "Find Client" tab for…

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Openspace- 2/Two, Step/factor Authentication setup (MFA)

For added security for users - this needs to be set up individually per user. 1.Log into your Openspace account.…

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PTP - How to backup PTP Tax Platform

Please follow the steps below to take a backup of PTP Tax Platform. 1. Open PTP Tax Platform from the…

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PTP - How to deploy PTP Tax Platform & Tax Expense over a network

1. Open File Explorer. Go to your PTP installation folder. Right-click on the PTPData folder and choose Properties. 2. Go to the…

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PTP - PTP Tax & Corporation Tax Platform Migration Guide

This migration guide addresses how to migrate the database to a new installation of PTP Tax Platform. 1. Install PTP…