Knowledge Base Articles

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2967 articles

trust-tax-edit-capital-gain-annual-exemption-value

Trust Tax: Edit capital gain 'Annual Exemption' value

Load the Trust and select relevant periodIncome, Capital Gains and Dividends, Capital Assets, Top left - Edit, Losses and Other…

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IRIS My ePay Window

Payroll department registration for MyePayWindow portal

This content has been replaced by the IRIS My ePay Window Help Centre. This topic can be found under Setup My…

vat-authorise-the-software-to-interact-with-hmrc

VAT Filer- Authorise the software to interact with HMRC

To use IRIS VAT filer you are required to authorise the software to interact with HMRC on your behalf. A number of steps are…

iris-docs-confidential-clients

IRIS Docs

IRIS Docs Confidential Clients

Currently Confidential Clients in IRIS will not automatically sync into IRIS Docs, if you require a confidential client to appear…

personal-business-trust-tax-how-to-import-a-clients-extract

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

Personal, Business, Trust Tax- How to Import a Client's Extract

If you get the extract from eg another accountant/office then always check their IRIS version matches your IRIS version (Help…

iris-21-3-timesheets-not-updating-to-the-time-ledger

IRIS 21.3- Timesheets not updating to the Time Ledger

The development team have identified a defect when updating the ledger for Timesheets when two months correspond on the same…

business-tax-partnership-trade-computation-correct-but-the-tax-return-is-wrong-missing-data

Business Tax: Partnership Trade Computation correct but the Tax Return is wrong/missing data.

Load the client and select the relevant periodGo to 'Trades' at the top of the screenPartnership, Overwrite/Leave – set this…

business-tax-claim-creative-enhanced-expenditure-credit

Business Tax- Claim Creative Enhanced Expenditure credit 540,665 and 885

HMRC Post 2024/2025 rules - Certain Film/TV/Video game credits are now moved to the new Audio visual and video games…

personal-tax-fill-in-foreign-dividends-boxes-6-7-page-tr3

Personal Tax: Fill in Foreign Dividends Boxes 6, 7 Page TR3 OR Other Dividends Box 5?

TR3 Box 5 - Go to Dividends, Capital assets, Shareholdings and create the share, ensure the UNIT TRUST option is…

kba-03800

PTP TPO - message: No data to write

If the message : 'No data to write' appears please do the following below:- Click on '7: System Administration' - Click…