Knowledge Base Articles

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2967 articles

kba-03806

PCSR - How to add a Manager

In the General tab of a company record there is an optional field to assign a Manager. For convenience, a…

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Trust Tax: How to fill box 9A.1, standard rate band £1000

Only CERTAIN Trust types can show the £1000 on box 9A.1. Go to Client/ View/ Change the type of trust…

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IRIS Personal Tax

Personal Tax- (Claim to FTCR amount chargeable) Amount SA106 and SA105 PRO11.1 OR Must Exceed

Check all UK or Foreign property entries:1) No negative expenses are allowed 2) If you have foreign tax paid BUT…

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Personal Tax - EIS/ SEISS Relief (3 year) claim or carry back to prior year. (Not a loss and Clawback)

NOTE: If this is an actual EIS/SEISS LOSS (not a Relief) then read this guide for EIS/SEIS loss carry back…

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P11D - Failed/Missing Authentication, check Username and Password

1.You must be on the latest IRIS version – check on Help and About. If you get 'Missing Authenication details/password…

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IRIS: 'Help' option blank /white screen when opened

Get your IT team to apply this fix- you have to apply this on all affected machines 1.Click Start, click…

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IRIS Personal Tax

Personal Tax- HMRC Data Retrieval, how the data shows?

You must be on the latest IRIS version (Help and About) and check here: Setup/ Retrieve HMRC data practice options,…

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PCSR - Error 502 using Companies House Data Check

The workaround is to click New Companies House Data Check instead. This issue has now been resolved 11/02/2022.

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IRIS Practice Management

IRIS 21.4.0- Cannot Send an Email To Multiple Addresses

When a user goes to send a document as an attachment on an email, they highlight and select multiple email…

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Business/Personal Tax: Edit Losses - 'No Postings Found' or btrieve library error -1 warning

In Business Tax- If you go to Edit , Losses (as you have a loss showing in AP or the…