Tax Return completion

General

• Employee Shareholder Status

• How to use the Joint Income Tool

• How to complete the main tax return

• How to complete the Residency Pages of the self-assessment return

• Disguised Remuneration

• Change of Accounting Date

• Overlap Relief

• Overlap Profit

• Transitional Rules

• Transitional Overlap Profit

• Class 2 NICs

• View Rates

Employment benefits and expenses

• Payroll to Personal Tax Integration

• How to set up an Employment within Personal Tax

• How to enter the Employers PAYE Reference

• How to calculate Loan Benefits

• How to enter the Employment End Date

• How to set up an Employment Record for a Client or Non-Client within Personal Tax

• How to deal with Student Loan Deductions

Self employment and partnerships

• Coronavirus Grants
  
• Trades, Profession or Vocation
  
• How to enter the cash on withdrawal basis for a Sole Trader or Partnership in Personal Tax

• How to set up a Self Employment within Personal Tax

• Setting Up a Partnership within Personal Tax

• How to carry back Trading Losses to an earlier year

• How to delete an Account Period End Date within Personal Tax

• How to deal with a Change of Account Date

• How to set up Trades/Partnerships in IRIS

Land and property

• How to complete the UK Land and Property pages

• Top Five UK Land and Property tips

Dividends

• Dividend Service

• How to import dividends from Company Secretarial Share Register into Personal Tax

Reliefs

• How to enter Enterprise Investment Schemes

• Allocation of Allowances and Deductions

• Married Couples Allowance - Allocation and Transfer

Foreign income

• How to calculate Foreign Tax Credit Relief

• How to enter Foreign Dividend Income

• How to complete the foreign pages of the tax return

Pension and state benefits

• How to deal with State Pension Lump Sum Payments

Import from 3rd party software

• Overview

• Import via CSV

• Import via KashFlow

• IRIS Import template