How can payments on account be added to a new client?
Article ID
ias-12029
Article Name
How can payments on account be added to a new client?
Created Date
13th October 2015
Product
IRIS Personal Tax
Problem
How can the payments on account which the client has made be added into the system so they are taken into account within the tax computation report?
Resolution
Payments on account are added into the client account as follows:
1. Log into Personal Tax and select the relevant client.
2. From the Administration menu click in Client Account.
3. Click the Insert button then select option A “OAC1, 1st payment on account due”.
4. Select the year end, for example to add POA for Jan/July 09 select the year end 5th April 09.
5. Enter the amount due to be paid.
6. To enter the second payment on account follow the steps above selecting option B “OAC2, 2nd payment on account due”.
The POA will appear within the payments due section of the tax computation report and will be taken in account when calculating the balancing payment due.
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