Frequently Asked Questions - Individual Tax Returns
General information
It has been brought to our attention by some of our customers
that when filing amended returns online it doesn't
automatically change the figures with HMRC (both personal and
corporate) as a manual amendment is needed at their end. This
manual amendment by HMRC does not always take place.
In some cases you may have to phone HMRC to
get them to update their system.
Q: I have a brought forward loss in the
CGT pages that appears to be the capital gain from the clients 2008
return?
A: Where 2008 capital gains details had been
entered for any asset types ‘Land & Property’, ‘Attributable to
Settlor’, ‘Other disposals’, ‘Att. gains from non-res. Trusts
(benef.)’ and ‘Att. Gains from settler interested trusts’ then in
the first release in April 2009 any gains were being incorrectly
transferred into the ‘Losses B/Fwd 95/96 and earlier’ field visible
in the 2009 Capital Gains data entry screen. This means that
brought forward losses available against the first later capital
gain, or total losses available to carry forward, would be
misstated.
Any cases where the client had a 2008 capital
gain will need to have the first subsequent gain reviewed,
especially where no capital gains arise for 2008/09 as otherwise
these mis-stated losses may be carried forward indefinitely.
Q: I am running version 4.41-0 of Tax Platform
and can prepare a 2009 return for FBI but when I try to print the
return I get a message that says “a return cannot be submitted
online later that 5 April after the year of the return.”
A: this issue will be resolved if you have bought
and updated to the 2010 version of Tax Platform. If you haven’t yet
purchased or installed the 2010 software an update to 2009 can be
accessed by clicking the spanner icon of Tax Platform, Support /
Web updates tab and then “Connect to the web and check for updates”
this will update the 2009 software to version 4.43.
FAQ’s following installation of 2010
Q: I have entered my registration codes into my
software provided with my invoice but do not have the option to
access 2010 returns and cannot transfer forward?
A: this suggests that you have not installed the
2010 software, details of how to are provided with a letter sent
with your invoice
Q: when I try to run the transfer forward in
Tax Platform after installing 2010 I get an error message, EC –
3265, M – item not found in headers collection?
A: this suggests one of the databases hasn’t
upgraded correctly through the installation of 2010. You will need
to contact the support team on 0844 815 5530, option 2, to go
through this process.
Q: I have completed a tax return with CGT pages
showing the disposal of some quoted shares but when I try to
prepare the files for FBI I get “Error code: 6397, Type:
business
There is an entry in box 19 on page CG1, box 16 on page CG1 and box
17 on page CG1 must be present.”
A: This was an issue with the first release of the
software, but has been resolved in version 5.097-0 or above. this
update can be accessed through the spanner icon of the program, or
from the software updates section on the website
Q: When I try to print or reprint a return
through FBI I get an error message, Error code 3021 - either BOF or
EOF is true, or the current record has been deleted. Requested
operation requires a current record
A: This was an issue that was introduced in
version 5.119-0 but will be resolved in the next service pack to
the software. The workaround is to either remove the FBI status and
then generate the FBI file again, or to print without the schedules
being selected
Q: I have run a tax calculation and I am not
getting Payments on Account
A: There are a number of reasons why the POAs wont
appear, one will be if the liability is less than £1000 and so
Payments on Account are not applicable. The second reason is that
on the tax calculation you have ticked to say to include the
liability below £2000 to be collected through the PAYE tax code.
The third option is that more than 80% of tax paid is met from tax
paid at source and therefore payments on account are not due. To
clarify when you have the tax calculation open on screen, if you
click onto "Full working sheets" and then preview calc you can see
the full calculation of payments on account in section 13
Q: I have completed a set of accounts and done
the import on the self employment pages but any AIA claimed on the
"other" category are not being transferred through
A: This is an issue that has recently been passed
to our development team who are reviewing and this will be resolved
in a future release to the program
Q: when I import a set of accounts into the
self employed pages of a tax return and then try to prepare for FBI
I get an error saying “Error in xml – the MinInclusive constraint
failed. Tag is turnover: line 100, position 69”
A: this suggests when the journal entries have
been done in accounts platform the sales figure has been put
through incorrectly generating negative sales. The journal postings
will need to be reviewed
Q: I have printed a return through FBI for a
client and I am not getting all the supplementary pages
printed.
A: This seems to be an intermittent refreshing
issue that is being investigated by the development team and seems
to be caused when batch printing returns. If you do get this issue
if you go into “returns sent to clients for signing” and click
reprint for the appropriate return it should then print all the
pages.
Q: "In cases where foreign tax claimed as a
deduction in box 58 exceeds the income in box FPS55 and results in
a loss, system validation prevents a negative value from being
entered in FPS59"
A: Workaround "In these circumstances customers
should enter a zero in FPS59 or file on paper" - this falls into
HMRC special cases and exclusions number 28.
Q: My system crashed and now when try to access
the client that was open at the time it says'This return locked by
another user'
A: Open the Spanner Icon and go to the Security
tab, enter the User Name and Password (the default user name is PTP
and password is MASTER) and go to the fourth tab 'Users with Locked
Returns'. Then you will see any users with locked returns and you
can use the 'Unlock Returns for the selected User' button.
Q: When clicking onto the Programme Icon I get
a Password Screen appear even though I have not set a
password.
A: Open the spanner icon and go to the
Configuration tab. In the section called Program Start-Up and
End,tick box to Remove 'Start-Up' password protection
Q: I have had an FBI rejection with a message
regarding the address. What are the constraints?
A: The Address section has restrictions of 28
characters on the 1st and 2nd line and 18 characters on the 3rd and
4th line. There should be no punctuation within the address. The
Postcode should always be entered in the conventional style,
ensuring zero and the letter O are used as appropriate.
Q: I have completed a tax return and when
running the tax calculation I have entered an amount in "payments
already made (from your statement of account) that equals the tax
liability but on the tax calculation it shows a balancing payment
of (£0.01)
A: This was an issue with the first release of the
2010 tax return software but has now been resolved in version
5.1.12 which can be downloaded through the spanner icon of the
software or via the software updates section of the website
Q: I have completed an in year calculation but
it is showing the balancing payment and payments on account as
those on the 2009/10 calculation
A: This was an issue with the first release of the
2010 tax return software but has now been resolved in version
5.1.12 which can be downloaded through the spanner icon of the
software or via the software updates section of the website
Q: I have completed a tax return with self
employment pages where the accounting period is less than 12
months. when I try to complete the turnover box and close the pages
I get a message to say that the pro rated amount exceeds £68000
which it doesn't
A: This was an issue with the first release of the
2010 tax return software but has now been resolved in version
5.1.12 which can be downloaded through the spanner icon of the
software or via the software updates section of the website
Q: I have completed a tax return with bank
interest and through the print window have created an R40 and this
is showing Trust income in box 4.8 which isn't applicable
A: This was an issue with the first release of the
2010 tax return software but has now been resolved in version
5.1.12 which can be downloaded through the spanner icon of the
software or via the software updates section of the website
Q: When I try to create a PDF through the print
routine on the clients tax return tab, it isn't completing the file
name with the client code and so when I click save the Email PDF
and View PDF options are not active
A: This was an issue with the first release of the
2010 tax return software but has now been resolved in version
5.1.12 which can be downloaded through the spanner icon of the
software or via the software updates section of the website
Q: I have installed Tax Platform onto a new
machine and when I try to restore from an external backup I get an
error message, EC = 53, M = file not found
A: This was an issue with the first release of Tax
Platform 2010 when trying to restore a backup taken from within the
2009 product. This issue has been resolved in version 5.1.12 of the
software which can be downloaded through the spanner icon of the
software or via the software updates section of the website
Q: I have tried to search in Tax Platform for
client name and inadvertently entered a [ and it generated an error
message, EC = 3072, M = invalid pattern string (at line
15810)
A: This was an issue with the first release of the
2010 tax return software but has now been resolved in version
5.1.12 which can be downloaded through the spanner icon of the
software or via the software updates section of the website
Q: I have completed a tax return with untaxed
bank interest but I cannot populate box 2 on page TR3.
A: You need to enter the figure through box 1
taxed uk interest. Put a figure in gross amount before tax and tick
the box for paid gross. This figure will now populate box 2 untaxed
uk interest.
Q: I have completed a tax return with UK life
insurance gain but I get a message “notional tax cannot exceed 20%
of amount of gain”
A: This was an issue with version 5.114 but has
now been resolved in version 5.119-0 which can be downloaded
through the spanner icon, web updates tab of the program, or via
the software updates section of the website.
Q: I have a client receiving married couple’s
surplus allowance from her husband but I cannot enter on page
Ai3.
A: The married couple’s surplus allowance needs to
be entered on page TCS1, box 12.
Q: I have a client receiving foreign earnings,
not taxable in the UK but the tax calculation is calculating unpaid
tax due.
A: The foreign earnings will need to be deducted
on page Ai2 box 12, which is accessed through box 11.
Q: I have a completed a tax return with student
loan repayments but the tax calculation is showing the incorrect
figure.
A: I would suggest checking page TR 2, that you
have either put an X in box 1 or a figure in box 2. An entry in
both is not applicable.
Q: I have opened the Self Employment
pages on a 2010 Tax Return but I cannot see box 1 to enter the
details.
A: The pages have opened at the bottom of
the page rather than the top. You can use the scroll bar at
the right hand side to scroll up to the top. This has been
raised with the development team.
Q: I am importing PTP accounts onto the
full Self-Employment pages of a Tax Return but it is not bringing
through the WDA for the asset type Other.
A: This issue has been raised with the
development team but the workaround is to manually enter the
figure.
Q: The value for tax due on the PTP tax
calculation summary differs by a penny compared with the value in
box 1 on page TC1.
A: This is a rounding issue which has been
raised with the development team, we hope to resolve this in a
future release.
Q: I have entered multiple bank
interest/dividend/gift aid transactions. When I print the
supporting schedules they are over printing.
A: This issue has been raised with the
development team and we hope to fix this in a future release.
Q: I have used entrepreneurs relief in a
previous year but this is not showing in box b, Used in previous
years, within question 15 on the Capital Gains Tax pages.
Even if I manually enter the figure in box b the software is not
retaining it. Consequently the Balance available to offset
against future qualifying gains in box d is incorrect.
A: This issue has been raised with the
development team and we hope to fix this in a future release.
Q: I am printing a 64-8 from Tax Platform
but it is not the latest version of the form.
A: This will be updated in the next
release.
Q: I am printing a Tax Return Summary for
the year ended 5th April 2010 but the wrong tax year is being
displayed on page 2.
A: This has been raised with the development
team and we hope to resolve this in a future release.
Q: Since installing version 5.119 I get
Error Code 3021 either bof or eof is true or current record has
been deleted when clicking on Reprint Return in FBI.
A: This will be fixed in the next
release. The workaround is to remove the FBI status and
reprepare the file.
Q: I am importing PTP Accounts onto the
full Self Employment pages of a Tax Return by my balancing charge
is not populating in box SEF58.
A: This is currently an issue in the.
The workaround is to enter manually the figure in box SEF58.
General FAQ's
Q: I am trying to run a quick backup but the
program is stating that it is skipping files?
A: This message is caused because the Backup will
only function correctly on a network if the data path selected
within the program via the spanner icon is to a mapped drive letter
rather than a UNC path.
Q: When I try to open a program I get
error message 1706 or Accounts error - Feature you are trying to
use is on a CD Rom or other removable disk. Insert accounts disk
and click ok.
A: Go to Control Panel, click on Add or remove
programs, Microsoft Office – change - then Repair. You may require
the Microsoft Office Installation disk.
Q: I have tried to prepare a return for FBI and
am getting an error message “automation error – the server threw an
exception” which then closes PTP
A: This suggests that some of the system files
have not registered correctly on the workstation during the
installation and therefore you will need to run an additional
registration file - regasm.exe file Click
here
2009 specific
FAQ's