Knowledge Base Articles

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Personal/Business Tax/PM- How the ‘approval’ button works in the transmit internet return screen?

Why the Transmit button is greyed out? Read this KB as its linked to this PM rule below The approval button can be found from…

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How can I deal with a bounced cheque?

Posting a Refund will allow you to report the cheque has bounced and will deal with any VAT if the receipt was posted Accounting for…

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What are contacts and why would you use them in Fees?

Contents Introduction Main and Billing contacts Contacts for Trusts/Business Clients Contacts for Personal Clients How to insert the tags on to your template. Introduction Contacts…

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What Is the ‘Other identification’ field for?

The field' Other Identification' field was brought in for money laundering purposes, and is designed as a place for a person's Passport number or Driving…

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What do the Task browser text styles signify?

The Task Browser text styles are as follows: Bold - The user's unread Tasks. These are tasks that are assigned to the user but have…

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Data Mining search for Latest registered APE (Accounts Period End)

Open the IRIS Main Menu and click on IRIS Practice Management The 'Staff control panel' will be displayed Go to Launch | Data Mining Click…

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The tax return shows the payments on account but not the claims for reduction

To produce an AutoMail template with the Next Year Payment On Account figures to show Claim for Reduction there are two things to check: Check…

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What is the difference between added and actioned?

Contents Introduction. AutoMail documents Practice Management documents 3rd Party software: INVU / Easy Introduction Within AutoMail and Practice Management it is possible to store electronic…

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What is an AutoMail Mapping and how can I make changes?

Contents Introduction Change an AutoMail mapping Event properties Delete an AutoMail mapping More events Introduction An AutoMail mapping is a link between a specific event…

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There is an incompatibility, probably client type to template mismatch

In this example, the template 'Engagement Letter: Sole trader Business' used the context type 'Sole Trade: Sole Trade Personal Tax'. For more information on context…

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