Knowledge Base Articles

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3040 articles

ias-10612

Personal Tax- How to run checklist for a ‘range of clients’?

Users are required to:1. Log on to IRIS Personal Tax and select a client.2. From the Administration menu, select Paper Checklists. If using E-checklist when…

ias-10617

How to fill in box 13 on page T 1.

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Income Chargeable on Settlors. 3.…

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How to complete box 13 on page T1 of the 2009 Tax Return

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Income Chargeable on Settlors. 3.…

ias-10627

How to complete box 14 on page T1 of the Tax Return

Users are required to: 1. Log on to Personal Tax and select client. 2. Select Trusts, Settlements and Estates, select Income Chargeable on Settlors. 3.…

ias-10628

How to fill in box 15 on page T1 of the Tax Return

Users are required to: 1. Log on to IRIS Personal Tax and select the client. 2. Click Other Income then select either Gains on Life…

ias-10635

The bring forward option is greyed out within P11D

In this example it is assumed that bring forward into 2015 is being carried out, users are required to: 1. Log on to IRIS Personal…

ias-10601

Personal Tax- How to print a blank Tax return in Personal Tax?

Users are required to:1. Log on to Personal Tax and select client2. From the Reports menu, select Self Assessment Tax Return.2. Click OK on Tax…

ias-10583

Personal Tax- Bring forward data and incomplete sections.

This is for PM and PT users on how to bring forward data for PT clients. 1.Load client in PT in the latest year2. Edit…

ias-10581

Missing authentication details Password not set

Users are required to: 1. Log on to the P11D module as a MASTER user. 2. Click on the magnifying glass located to the left…

ias-10585

Validation message in AccountNumber

This message indicates that there is a problem with the bank account number within the repayment claim section on page TR 5. When filing online…