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Personal Tax- Client 'Tax Code' adjusting the tax calc?

Article ID
personal-tax-client-tax-code-adjusting-the-tax-calc
Article Name
Personal Tax- Client 'Tax Code' adjusting the tax calc?
Created Date
21st July 2022
Product
Problem
IRIS Personal Tax- Client 'Tax Code' adjusting the tax calc?
Resolution

The client ‘Tax code’ entered into Personal Tax is just for information purposes it will not have any bearing on the tax comp and tax return.

Reliefs, Misc, Tax code and overpaid…, Enter the ‘Tax code at year end’ at the top – this is only used for your clients internal data collation and it will not adjust the tax calc. You can test by changing the code – it will not affect the tax calc.

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