Knowledge Base Articles

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2946 articles

personal-tax-e-checklist-red-text-cannot-connect-to-iris-openspace

Personal Tax- E-checklist red text: 'Cannot connect to IRIS Openspace' or Creator of this fault did not specify

If you have any issues uploading/importing e-checklists etc for all clients this its usually your Openspace credentials (either your email…

trust-tax-crash-when-run-any-report-payments-of-income-etc-for-certain-clients

IRIS Trust Tax- crashing when running any report; payments of income etc. for certain clients

It has been reported that since upgrading to 21.4.0, Trust Tax to crash when running any reports for certain clients.…

how-to-swap-chart

IRIS Accounts Production – AiB, IRIS Accounts Production

How to swap chart

Occasionally you want to swap the chart and when going to edit / swap chart see a message saying something…

instances-of-office-when-opening-iris-docs

IRIS Docs

Instances of Office when opening IRIS Docs

When opening IRIS Docs whilst you have Office Applications open you receive an error message as shown below stating you…

how-can-i-transfer-wip-from-one-client-to-another

IRIS Time and Fees

How can I transfer Work In Progress (WIP) from one client to another?

Decide how much WIP to transfer Post a credit adjustment to reduce the balance Post a debit adjustment to increase…

personal-tax-how-to-get-the-additional-info-page-ai1-sa101-showing-removed

Personal Tax: How to get the Additional Info page Ai1 SA101 showing/removed

The form SA101 is only produced if figures are required to show on those pages (see the image below). If…

personal-tax-clogged-losses-and-connected-persons

Personal Tax- Clogged Losses and connected persons

Unfortunately, IRIS Personal Tax is not currently designed to deal with losses to connected parties automatically; This implementation of this…

iris-docs-an-error-occurred-loading-analytics

IRIS Docs

IRIS Docs- An Error Occurred Loading Analytics

If Analytics is something you do not use then you can simply un-tick the privilege by following the steps: Open…

business-personal-tax-transmitting-pending-status-polling-and-gateway-busy

IRIS Personal Tax, IRIS Business Tax, IRIS P11D, IRIS Trust Tax

Business/Personal Tax Transmitting: Pending status, Polling and Gateway busy, Establish connection

Any Gateway or Transmission issues are usually as a result of the HMRC server experiencing a busy period; self-assessment submissions…

iris-docs-the-document-you-are-trying-to-access-is-stored-in-iris-docs

IRIS Docs, IRIS Practice Management

The Document you are trying to access is stored in IRIS Docs

When opening a document in the Communications tab of a client within IRIS Accountancy Suite you receive the below error…