Knowledge Base Articles – IRIS https://www.iris.co.uk Tue, 12 Dec 2023 09:49:27 +0000 en-GB hourly 1 https://wordpress.org/?v=6.4.1 https://www.iris.co.uk/wp-content/uploads/2019/03/favicon.ico Knowledge Base Articles – IRIS https://www.iris.co.uk 32 32 Personal Tax- ‘Tax Otherwise chargeable on non-excluded income’ https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-tax-otherwise-chargeable-on-non-excluded-income/ Tue, 12 Dec 2023 09:46:56 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=172929 If your client is Non Resident and when you run a tax comp and get a line showing ‘Tax Otherwise chargeable on non-excluded income’ and Limit on liability to income...

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]]> Business Tax- Invalid IXBRL Computation, Input is not a valid base-64 string https://www.iris.co.uk/support/knowledgebase/kb/business-tax-invalid-ixbrl-computation-input-is-not-a-valid-base-64-string/ Wed, 29 Nov 2023 14:19:03 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=172298 You get this error when generating the electronic tax return. This is a known issue in Business Tax which is only affecting the IXBRL Tax comp (not the IXBRL from...

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]]> Business/Personal Tax submitted- HMRC confirmation receipt and email https://www.iris.co.uk/support/knowledgebase/kb/business-personal-tax-submitted-hmrc-confirmation-receipt-and-email/ Tue, 28 Nov 2023 10:28:30 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=172257 When you have succesfully submitted a CT600/SA100 you should receive two items back – the Receipt and the HMRC email confirmation Receipt: This should appear on screen after your submission....

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]]> Business/Personal Tax- Edit Agent, Invalid Folder, Com Track OR F/T box appears https://www.iris.co.uk/support/knowledgebase/kb/business-personal-tax-edit-agent-invalid-folder-com-track-box-appears/ Mon, 06 Nov 2023 16:00:03 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=171452 When you make a edit to your agent address, agent credentials etc then a invalid folder warning and the ‘Com track’ OR ‘F/T’ box appears. Com Track: In the ‘Default...

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]]> Business Tax- 3001 9372, 9179, 9333 (Box 285, 295 and 300) https://www.iris.co.uk/support/knowledgebase/kb/business-tax-3001-9372-9179-9333-box-285-295-and-300/ Thu, 02 Nov 2023 11:14:08 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=171306 If you get all three codes when generating then its normally caused by a incorrect entry in BT losses being used section a. Load the client in BT and select...

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]]> Business Tax – Asset Full Expensing 100% FYA https://www.iris.co.uk/support/knowledgebase/kb/business-tax-asset-full-expensing-100-fya/ Wed, 01 Nov 2023 10:25:22 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=171267 Full Expensing – It was recently announced by the government that from April 2023 until the end of March 2026 companies can now benefit from full expensing, which offers 100%...

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]]> Personal Tax- Farmers Averaging ‘Use IRIS Figures’ and PT crash https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-farmers-averaging-use-iris-figures-and-pt-crash/ Tue, 10 Oct 2023 13:07:14 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=170430 This issue has been confirmed as a DEFECT in IRIS Version 23.3.0 and fixed when you update to IRIS Version 23.3.1.45. Also find the workaround below to resolve your issue...

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]]> Personal Tax- 3001 8423 8414 CGT41 Less Equal to CGT35 https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-3001-8423-8414-cgt41-less-equal-to-cgt35/ Wed, 20 Sep 2023 08:12:57 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=168793 The reason you are receiving the error is because there needs to be an entry in box 35, losses for the year, for unlisted shares. The share(s) you have entered...

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]]> Personal Tax- Tax comp has unknown ‘E’,’e’ against a income type https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-tax-comp-has-unknown-ee-against-a-income-type/ Fri, 08 Sep 2023 12:10:44 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=168208 What is ‘E’ = Estimated 1.Load the client in Personal tax 2. Check the income type and review all the entered values- look for an ‘e’ entry, this creates an...

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]]> PTP – How to re-establish a connection to the PTP TaxExpense Database https://www.iris.co.uk/support/knowledgebase/kb/ptp-how-to-re-establish-a-connection-to-the-ptp-taxexpense-database/ Mon, 04 Sep 2023 12:44:42 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163094 To re-establish a connection to the PTP Tax Expense database, please do the following steps. 1. Go into your PTP installation folder on your machine and look for the file...

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]]> AML – IRIS Anti-Money Laundering Migration Guide https://www.iris.co.uk/support/knowledgebase/kb/aml-iris-anti-money-laundering-migration-guide/ Mon, 04 Sep 2023 10:23:08 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=167876 To migrate IRIS Anti Money Laundering to a new machine, please follow the steps below. 1. Install IRIS AML on the new machine. Click here for the downloads page &...

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]]> AML – How to Restore a Backup in IRIS Anti-Money Laundering (Desktop Version) https://www.iris.co.uk/support/knowledgebase/kb/aml-how-to-restore-a-backup-in-iris-anti-money-laundering-desktop-version/ Mon, 04 Sep 2023 10:10:07 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=167859 If you wish to restore your data from a backup then please follow the steps below. 1. In IRIS AML, click on File – Backup/Restore Data Files. 2. On this...

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]]> AML – How to backup IRIS Anti-Money Laundering (Desktop Version) https://www.iris.co.uk/support/knowledgebase/kb/aml-how-to-backup-iris-anti-money-laundering-desktop-version/ Mon, 04 Sep 2023 10:01:37 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=167844 This guide will show you how to take a backup for IRIS AML, please follow the steps below. 2. Confirm the backup location that you wish to use, if you...

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]]> AML- How to Network IRIS Anti Money Laundering (Desktop Version) https://www.iris.co.uk/support/knowledgebase/kb/aml-how-to-network-iris-anti-money-laundering-desktop-version/ Thu, 31 Aug 2023 16:01:25 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=167640 You will need to ensure you have installed IRIS Anti Money Laundering on your server, for instructions on this please click here. Once completed, follow the steps below. Server Machine:...

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]]> Business Tax- CT600N Residential Property Developer Tax 2023 https://www.iris.co.uk/support/knowledgebase/kb/business-tax-ct600n-residential-property-developer-tax-2023/ Fri, 11 Aug 2023 10:22:06 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=166527 The new CT600N Residential Property Developer Tax full functionality is released in our autumn release IRIS version 23.3.0 HMRC have released a new supplementary form (CT600N) to support the new...

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]]> Personal Tax- Share disposals appear as S.104 Holding? https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-share-disposals-appear-as-s-104-holding/ Wed, 09 Aug 2023 09:31:58 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=166329 When you dispose of shares – they may appear under the Capital Gains comp as a ‘S.104 Holding’ (Section 104) For example on the CG comp: Personal Tax is following...

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]]> Business Tax- Creative Tax Credit Rates incorrect on 23.2.0 https://www.iris.co.uk/support/knowledgebase/kb/business-tax-creative-tax-credit-rates-incorrect-on-23-2-0/ Tue, 08 Aug 2023 16:07:46 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=166302 This is a known defect on IRIS version 23.2.0  and our Development team is now investigating for a fix. There is currently no workaround until this planned fix can be...

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]]> Business Tax- R&D Tax Credit Figure Tax Comp incorrect but Tax return correct (23.2.0) https://www.iris.co.uk/support/knowledgebase/kb/business-tax-rd-tax-credit-figure-tax-comp-incorrect-but-tax-return-correct/ Tue, 08 Aug 2023 15:00:12 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=166290 This is a known defect on IRIS version 23.2.0 which only affects the Tax comp (the CT600 is correct) and our Development team is now investigating for a fix. If...

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]]> PTP VF – INVALID_REQUEST error when submitting VAT returns after updating to version 23.3.111 https://www.iris.co.uk/support/knowledgebase/kb/kba-03840/ Fri, 04 Aug 2023 12:14:15 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=166262 It was not possible to connect to HMRC to collect this client’s data.  Please contact support quoting the following error:INVALID_REQUEST An urgent fix is being worked on.  If there are...

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]]> Business Tax- Creative Tax Credit higher rate extension Post 2023 https://www.iris.co.uk/support/knowledgebase/kb/business-tax-creative-tax-credit-higher-rate-extension-post-2023/ Thu, 20 Jul 2023 14:42:44 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=165359 The latest rules for the Creative Tax relief Post 2023 are from the IRIS version 23.2.0 update LINK: The government announced a temporary extension to the rate rises of Theatre tax relief,...

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]]> Business Tax- Post 01/04/2023 R&D SME and Intensive tax credits https://www.iris.co.uk/support/knowledgebase/kb/business-tax-post-01-04-2023-rd-sme-and-intensive-tax-credits/ Thu, 20 Jul 2023 14:31:37 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=165356 There are two rules applying for the R&D SME from the IRIS version 23.2.0 update LINK: 1.The government announced that the tax credit rate for SME R&D claims would reduce...

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]]> Business Tax- Submit and get Void_com_issue_error(Int32) https://www.iris.co.uk/support/knowledgebase/kb/business-tax-submit-and-get-void-com-issue-errorint32/ Thu, 20 Jul 2023 08:46:19 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=165312 When you try and submit a Tax return you get the error: Void_com_issue_error(Int32) 1.First check if you have any PDFs attached and check their size. This is because HMRC only...

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]]> Business Tax- How to populate Box 659 SME R&D Expenditure? https://www.iris.co.uk/support/knowledgebase/kb/business-tax-how-to-populate-box-659-sme-rd-expenditure/ Tue, 18 Jul 2023 11:13:17 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=165175 CT600 Box 659 is showing up empty and it should show the R&D expenditure value HMRC rules: Box 659 only requires completing for CTAP starting on or after 1/4/2023 (it...

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]]> PTP TP – When will MTD for Income Tax quarterly submissions be available https://www.iris.co.uk/support/knowledgebase/kb/kba-03839/ Mon, 17 Jul 2023 09:18:05 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=165079 Due to the number of delays and changes HMRC have made around MTD over the last few years, we have taken the decision to pause our work in this area...

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]]> Business Tax- How to enter Associated Companies for CT600 and marginal relief box 326/329? https://www.iris.co.uk/support/knowledgebase/kb/business-tax-how-to-enter-associated-companies/ Mon, 10 Jul 2023 14:19:06 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=164815 Post 2023 Associated Companies: Data Entry – Calculation – Tax calculation. Enter ‘Associated companies’ numbers to affect the marginal relief calc. These boxes only appears on Post April 2023 dates...

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]]> IRIS Accountancy- Bundle documents and send to specific folders in Openspace https://www.iris.co.uk/support/knowledgebase/kb/iris-accountancy-bundle-documents-and-send-to-specific-folders-in-openspace/ Mon, 10 Jul 2023 09:17:16 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=164701 You have to several files to bundle together and send to a client in Openspace- click here: https://help.iris.co.uk/IRIS/ODL/Open_Apps/IRIS_OpenSpace/Bundle_Documents.htm If you are using BT/PT and the client has an existing and...

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]]> P11D – 3001 6010 submission not in correct format https://www.iris.co.uk/support/knowledgebase/kb/p11d-3001-6010-submission-not-in-correct-format/ Tue, 20 Jun 2023 12:12:37 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163991 We can confirm that error 3001 6010 is a HMRC issue when attempting to submit the P11D. Please note this is not a IRIS software error.Should you wish to query...

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]]> ias-6218 – How To Determine If You Are Using A Static or Dynamic Port? https://www.iris.co.uk/support/knowledgebase/kb/ias-6218/ Mon, 19 Jun 2023 11:01:51 +0000 https://www.iris.co.uk/support/knowledgebase/kb/ias-6218/ Following the steps below will help to determine whether your instance is using a static or dynamic port. Using SQL Server Configuration Manager to determine port type Microsoft Article Open...

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]]> Business Tax- Total of loans repaid, released, written off is higher then total of loans made during period https://www.iris.co.uk/support/knowledgebase/kb/business-tax-total-of-loans-repaid-released-written-off-is-higher-then-total-of-loans-made-during-period/ Thu, 15 Jun 2023 10:44:05 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163905 This also applies if you are trying to repay a loan brought forward but when you enter any date of repayment it shows: ‘The date of repayment must be after...

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]]> IRIS Accountancy- MTD Status: A fatal error has occurred attempting to access HMRC gateway https://www.iris.co.uk/support/knowledgebase/kb/iris-accountancy-mtd-status-a-fatal-error-has-occurred-attempting-to-access-hmrc-gateway/ Wed, 14 Jun 2023 09:05:24 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163783 You get this message when you load a client from the search tool on the main IRIS accountancy screen. It will happen randomly for some clients. Note: This message doesn’t stop...

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]]> Personal Tax- HMRC Data retrieval and error when HMRC screens appear: Confirm your identity etc https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-hmrc-data-retrieval-and-error-when-hmrc-screens-appear-confirm-your-identity-etc/ Fri, 09 Jun 2023 13:09:15 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163513 You get a script error, this is known PC/HMRC issue – that error/screen is actually coming from HMRC (and not from IRIS) and has a issue loading up on your...

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]]> Business Tax – Has detected that rogue Group relief records have previously been saved in IRIS database https://www.iris.co.uk/support/knowledgebase/kb/business-tax-has-detected-that-rogue-group-relief-records-have-previously-been-saved-in-iris-database/ Fri, 09 Jun 2023 12:33:44 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163504 When you access the Group and consortium and you get the warning: this means there is a incorrect transfer/claim entry between the original company (The one getting this error) and...

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]]> IRIS Accountancy: Return in use? Please try later https://www.iris.co.uk/support/knowledgebase/kb/iris-accountancy-return-in-use-please-try-later/ Thu, 08 Jun 2023 10:15:51 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163460 IRIS has detected that someone else is already on the client you are looking at – For example you have a PT client loaded up and you then load P11D...

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]]> P11D- Blank details with a Employee/Director with 2 JOBS https://www.iris.co.uk/support/knowledgebase/kb/p11d-blank-details-with-a-employee-director-with-2-jobs/ Fri, 02 Jun 2023 16:13:56 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163292 Select the employee/director on the left side of the P11D- if they have 2 or more JOBS (shows as Job 1 and Job 2 etc ) then you need to...

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]]> IRIS AS – Login failed for user IRIScIRIS – Password did not match that for the login provided https://www.iris.co.uk/support/knowledgebase/kb/iris-as-login-failed-for-user-irisciris-password-did-not-match-that-for-the-login-provided/ Tue, 30 May 2023 16:19:40 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163158 To resolve the error shown above, please do the following steps. 2. Type services.msc, press Enter. 3. Locate IRIS Scheduler Server, right click on the service and click on Restart....

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]]> PTP – How to Restore PTP TaxExpense in SQL Sever Management Studio https://www.iris.co.uk/support/knowledgebase/kb/ptp-how-to-restore-ptp-taxexpense-in-sql-sever-management-studio/ Fri, 26 May 2023 11:44:07 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163076 1. Click on the Windows icon and locate the application folder Microsoft SQL Server Tools. Once expanded select the program Microsoft SQL Server Management Studio. 2. Click Connect to link to the IRIS...

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]]> PTP – How to Backup PTP TaxExpense in SQL Sever Management Studio https://www.iris.co.uk/support/knowledgebase/kb/ptp-how-to-backup-ptp-taxexpense-in-sql-sever-management-studio/ Fri, 26 May 2023 10:45:32 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=163059 1. Click on the Windows icon and locate the application folder Microsoft SQL Server Tools. Once expanded select the program Microsoft SQL Server Management Studio. 2. Click Connect to link to the IRIS...

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]]> Personal Tax- R40 missing Trust UTR code on Box 4.1 Page 2 https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-r40-missing-trust-utr-code-on-box-4-1-page-2/ Thu, 25 May 2023 08:35:26 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=162989 The Trust UTR is not showing on R40 Box 4.1, this is because you may have two or more entries in Trusts settlements and estates | (for example) Income chargeable...

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]]> Business Tax- Claim Indexation (RPI) on Capital disposals https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-claim-indexation-rpi-on-capital-disposals/ Wed, 24 May 2023 14:22:38 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=162970 Business Tax- Claim Indexation (RPI) on Capital disposals Personal Tax has no indexation provided because HMRC rules states its only for BT and not PT (which also ended 2018 as...

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]]> Personal Tax- Farmers Averaging was calculating for 2 years but not for 5 years https://www.iris.co.uk/support/knowledgebase/kb/personal-tax-farmers-averaging-was-calculating-for-2-years-but-not-for-5-years/ Wed, 24 May 2023 08:59:05 +0000 https://www.iris.co.uk/?post_type=knowledge-base&p=162899 This issue was investigated by the Development Software Team. They have confirmed this is a DEFECT in IRIS Software Version 23.1.0 and will be fixed in Version 23.2.0, which is...

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