Knowledge Base Articles

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2967 articles

ias-11693

IRIS Company Secretarial

How do I create a customisable report within IRIS Company Secretarial?

The Customisable Report allows a multitude of different types of information to be shown in one report for a particular…

ias-11688

IRIS Personal Tax

Deleting the e-checklist and getting "Cannot connect to Openspace"

This is not an issue, this error appears because there is no connection between Personal Tax and Openspace. The only…

kba-03302

Error Code 440 - Automation Error

Users are required to: 1. Open Control Panel 2. Open Program and Features 3. Select PTP Platform 4. Select uninstall…

kba-03297

Recreating the PTP logins following a database restore

The steps below will take you through the process of recreating these logins For Windows 7 or Server 2008 Users:…

ias-11670

IRIS Accounts Production

How do I copy posting entries from one post file to another?

Users are required to select, Posting | Select | Highlight the relevant post file | OK Within the posting screen…

ias-11675

IRIS Trust Tax

Trust tax- 3001 4066 Invalid Data Entry OR Incomplete Address

This error message is presented when the address information for related parties for the Trust is not fully complete; full…

ias-11676

IRIS Personal Tax

Personal Tax- How to enter Foreign/Partially Foreign (Self)-Employment or Partnership income

You need to make two separate entries: 1. Load client in Personal Tax, navigate to Trade Profession or Vocation and…

ias-11678

IRIS Personal Tax

Where to enter Tax Avoidance Scheme information in Personal Tax

1. In Personal Tax, click on the Reliefs tab 2. Open the Miscellaneous folder and then click Tax Avoidance Schemes…

ias-11679

IRIS Trust Tax

R185 Foreign Income

The first box shows the Gross amount of income before deducting any UK, foreign or special withholding tax. NB: This…

ias-11681

IRIS Personal Tax

Enter Roll Over Relief

To claim through the shareholding, go to: 1) Income Menu - Dividends - Capital Assets 2) Set up the shareholding…