How to reduce the July payment on account to NIL
Article ID
ias-12093
Article Name
How to reduce the July payment on account to NIL
Created Date
13th October 2015
Product
IRIS Personal Tax
Problem
The client does not need to make the payment on account which is due at the end of July, how can this be reduced to nil within IRIS?
Resolution
Users are required to:
1. Log on to IRIS Personal Tax and select the client
2. From the Administration menu select Client Account.
3. Click Insert then select option F ADJ- HMRC adjustment CR.
4. Enter the date for example if claiming to reduce the July 2009 payment to 0.00 enter the date 31.07.09 then enter the amount, if reducing to 0.00 enter the total amount which was due on this date then click OK.
5. Click Match, click on the relevant payment on account within the match posting screen, click Match then click Save.
We are sorry you did not find this KB article helpful. Please use the box below to let us know how we can improve it.
