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

3040 articles

vat-filer-client-periods-listed-are-incorrect

VAT Filer- Client periods listed are incorrect or duplicated

The listed periods (by month, by quarter etc) on the left side of the VAT Filer are from HMRC (they are not set or stored…

session-will-end-your-administration-has-terminated-your-session

IAS- Session will end: Your Administration has terminated your session

This used to affect 2021 (follow fix below) and in 2026. If you get the warning when updated to 26.1.0 (2026 year)- our Development team…

personal-tax-other-private-pension-missing-from-tax-comp

Personal Tax- Other or Private pension incorrect/missing on Tax comp. HMRC or Manual values

This is related to the 'HMRC or Manual' values linked to pensions. You get an issue for Pensions in FOUR different ways: Pension entry or…

iris-aml-flash-player-required-for-bribery-anti-money-laundering-training

IRIS AML- Flash Player Required for Bribery & Anti-Money Laundering Training

We have been made aware of an issue on the Anti-Money Laundering Desktop version where training modules "Bribery Act" and "Introduction to Anti-Money Laundering" fail…

personal-tax-how-to-carry-back-eis-share-loss-to-previous-year

Personal Tax- How to carry back EIS or SEIS Share loss to previous year?

EIS/SEED Investment relief claim is a different process - read this KB If you want to claim a Share loss against the current year the…

business-tax-how-to-carry-back-a-loss-up-to-3-years-for-ltd

Business Tax: How to Carry back a loss up to 3 years for LTD?

Load the client in BT and ensure you are on the year of the loss Go to Edit in the top left hand corner and…

personal-tax-how-to-tick-box-9-on-pg-tr2-additional-information

Personal Tax: How to tick YES on Box 9 Page TR2 Additional Information?

Additional Information Box 9 on page TR2 is only automatically ticked 'YES' if there are entries for Married couple allowance, Life insurance gains, Chargeable event…

personal-tax-how-to-transfer-marriage-allowance

Personal Tax- How to Transfer Marriage Allowance

Marriage Allowance and Married Couples Allowance are two separate allowances. Married Couples Allowance is only viable for clients born before April 1935, read this KB…

personal-tax-enter-high-income-child-benefit-charge

Personal Tax: Enter High Income Child Benefit Charge (HICBC)

Load the client in PT Reliefs Miscellaneous High Income Child Benefit charge IRIS version 24.2.0 - IRIS PT has been updated to cater for the…

vt0-689-approved-openspace-documents-not-returning-to-docs

VT0-689 Approved OpenSpace Documents not returning to Docs

We have been made aware of an issue between IRIS Docs/IRIS OpenSpace where documents approved on OpenSpace are not returning to IRIS Docs once approved.…