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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…

business-tax-enter-covid-grants-eg-code-90-for-ltd-ct600

Business Tax: Enter COVID grants (eg code 90) for LTD CT600

You need to make a manual entry into BTLoad the client and relevant periodData entry - Calculation - Corona virus…

iris-21-4-0-timesheet-has-not-been-authorised-to-be-fully-applied

IRIS Time and Fees

IRIS 21.4.0- Timesheet has not been authorised to be fully applied

Since upgrading to version 21.4.0 you are unable to update timesheets to the time ledger receiving the below error message.…

personal-tax-report-on-status-of-clients-return-was-sent-no-work-etc

IRIS Personal Tax

Personal Tax- Report on Status of clients (Tax Return was sent, no work etc)

You want a report on work done for clients - if a return was sent, if no work was done…