Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

2970 articles

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…

elements-how-to-create-client-and-show-on-dashboard

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…

personal-tax-invalid-number-of-full-partnership-schedules-sa104f-mtr

Personal Tax- Invalid Number of Full Partnership Schedules. SA104F MTR and NIC2

HMRC rule: You can ONLY have a maximum number of 50 Partnerships/LLPs set up. The example above has 53 FULL…

personal-tax-entry-in-box-sa105-loss-set-off-against-total-income-should-not-be-present-pro20-2

Personal Tax- SA105/SA106 loss set off against total income should not be present PRO20.2 OR Furnished holiday let balance charge EEA absent/not exceed £150,000 OR 8056/8270

3001 8506 Entry in box SA105 loss set off against total income should not be present PRO20.2 OR Total of…

kba-03829

PTP TR - Error 3021 Either BOF or EOF is True or the current record has been deleted where the Proc = Gval

Exe = PlatformVersion = 22.3.136form = PLATFORM.BASproc = GvalEL = 27540EC = 3021Msg = Either BOF or EOF is True or…