Knowledge Base Articles

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Knowledge Base

2946 articles

ptp-how-to-find-or-change-the-data-location-for-ptp-tax-platform

PTP - How to find or change the data location for PTP Tax Platform

If you are unsure where the data location for your PTP Tax Platform database is or, you wish to change…

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PCSR - Deleting unused Person records

In the All Person records screen, accessed from the Actions panel, any Persons that have no associated companies will be…

business-tax-top-menu-bar-greyed-out-and-no-options-appear

Business Tax- Top menu bar greyed out and no options appear

When you load a company in Business Tax but the top menu bar is greyed out and no options appear…

kba-03830

PCSR - How to merge duplicate persons

1. Select All Persons records from the Actions panel 2. Highlight the record which is to be merged (this record will…

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IRIS Elements- How to create clients and show on Dashboard?

Once you have created a client -i.e Go to top and select CLIENT and Add Client and save all their…

personal-tax-trade-loss-to-offset-income-but-not-giving-100-relief-on-tax-comp-its-being-capped

Personal Tax- Trade loss to offset income but not giving 100% relief on Tax comp (Capped £50,000)

For Example: In the current year you have £100,000 Sole trade or Partnership loss and you want to use this…

personal-tax-sa109-unremitted-income-and-gains-under-2000-or-error-3001-8573-nrd29-23-1-and-23-2-etc

Personal Tax- SA109 Unremitted income and gains under £2000 OR error 3001 8573 NRD29 23.1 and 23.2 etc

1.Load the client in PT and correct year. 2. Reliefs, Misc, Resident Questionnaire 3. Remittance Basis TAB , and the…

personal-tax-3001-6599-6133-for4c-and-for4b-or-similar

Personal Tax- 3001 6599/6133 FOR4C and FOR4B or similar

You may have a foreign entry which is just over/under £1, income is rounded down to the nearest pound and…

personal-tax-residence-question-remittance-basis-charge-claim

Personal Tax- Residence Question Remittance Basis Charge claim?

When can I declare the Remittance Basis under the Resident Questionnaire. Load Client and go to Reliefs, Misc, Resident Questionnaire,…

personal-tax-sa107-trust-income-chargeable-on-settlors

Personal Tax- SA107 Trust Income chargeable on Settlors

You need to populate SA107 Trust Income chargeable on Settlors on page T1 (boxes 13 and 14). Open the client…