Knowledge Base Articles

We don't just deliver on our promise to create powerful management products, we ensure you're equipped with the knowledge needed to tackle every business challenge.

Knowledge Base

2970 articles

kba-03704

PTP TR - Where to enter the basis period dates on Self Employment

To enter the basis period dates on Self Employment please do the following: - View the Tax Return - View…

kba-03703

PTP TR - Where to make an entry for Trading Allowance for Self-employment

To make an entry for Trading Allowance for Self-employment please do the following: - View the Tax return - View…

error-message-when-filing-emails-to-docs

Error message when filing emails to DOCS

Document transfer failed: An exception occurred converting the msg file *file Path*. Could not create RDOSession object with.... Wrong OS…

kba-03702

PTP PTR - How to amend the nominated partner for partnership

Please do the following: - Highlight the partnership within the 'Find Client' - Click on the 'Client Main Details' tab…

kba-03701

PTP TP/CT/TE - How to activate licences

There are two ways of activating licences. One way is within the PTP launcher, please do the following: - Click…

kba-03700

PTP TR - How to reduce Payments on Account (POAs)

If the calculated POAs need to be reduced please do the following: 1.  On page TC1 tick box 10 to…

kba-03697

PTP TR - How to generate the calculation as a Scottish Taxpayer

Please do the following below within PTP Tax Platform:- Highlight the correct Tax Return - Click on the 'Calculation' button…

kba-03698

PTP TR - Extending the basic rate band

Within the tax calculation summary there is no specific statement detailing how much the basic rate band (BRB) has been…

nil-benefits-summary-for-employment-is-appearing-on-the-schedules-of-data

NIL benefits summary for employment is appearing on the schedules of data

In 19.3.2 an option within setup | Tax return options is due to be implemented which will give the user…

kba-03695

PTP TR - Interest and/or Dividends no longer showing on page TR3

Removing FBI status will unlock the return and refresh the values if necessary but we would recommend printing a copy…