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Personal Tax: Payment on Account, How to reduce or delete a payment?

Article ID
personal-tax-payment-on-account-how-to-reduce-a-payment
Article Name
Personal Tax: Payment on Account, How to reduce or delete a payment?
Created Date
24th June 2022
Product
Problem
IRIS Personal Tax: Payment on Account, How to reduce or delete a payment?
Resolution

Reduce payment: You have one or both payments on account that are showing a value and you want to show a lower £ value instead. But when you change the value, it keeps reverting back to the original value?

1st and 2nd payments are normally auto calculated based on the balancing payments due. This is why the figures keep reverting back when you are trying to change them. Go to Administration- Claim to reduce payments- Click on a reason or enter your own to advise why the amounts are being reduced- enter the amount- click ok.

The tax comp should show the new amount.

Delete payment: Administration – client account – find and select the relevant payment and delete. If you cannot see the entry – on the top left tick ‘Show full amounts and fully matched’.

But if that doesn’t delete it, then click ‘Match‘ – a new screen will appear, then select the relevant payment and click ‘Match’ again – now delete – save (this is because the payment was already matched and this cant be deleted unless you first un-match it).

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