Knowledge Base Articles

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Clients are only eligible for Electronic Filing if they are self assessing

Users are required to: 1. Log into Personal Tax and select the relevant client. 2. Click on the Relief's tab then click on the yellow…

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Short accounting period/CTAP and first year allowances not being restricted

According to Tolley's Tax Computations the first year allowance, unlike the WDA, is a flat rate and should not be time apportioned.

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How to add or delete an account period date via Personal Tax?

Users are required to: 1. Log on to IRIS Personal Tax and select the client. 2. Click on Trade Profession of Vocation then click Sole…

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Mark clients as non-client to prevent from appearing in reports in Personal Tax

1. Log on to Personal Tax, select the relevant client. 2. Go to Client and select Status. 3. Click no to the prompt- Is this…

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The client cannot be found/registered within the Business Tax module

Users are required to: 1. Log on to IRIS Business Tax 2. Go to Client | Select 3. Set the Database View option to Whole…

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How do I make a claim to reduce Payments on Account?

Users are required to: 1. Log on to IRIS Personal Tax and select the client. 2. From the Administration menu select Claim to Reduce Payments…

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Where is tax deducted from land and property income entered?

1. Log into Personal Tax and select the relevant client. 2. Click UK Land and Property then select Property Income. 3. Click the Income tab…

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How can payments on account be added to a new client?

Payments on account are added into the client account as follows: 1. Log into Personal Tax and select the relevant client. 2. From the Administration…

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Validation message[SA110:Decrease in tax from adjustment to earlier years]

This message indicates that there is an entry in Tax underpaid/overpaid from earlier years, box 14 on page TSC2. HMRC can only process information within…

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Personal Tax- 3001 6215 there is an entry in box [CAL15]

This message indicates that there is an entry in box 15 on page TCS2 but there is no corresponding entry in box 3 on page…

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