Any IRIS tax whizzes here?

Any IRIS tax whizzes here?

Didn't find your answer?

I'm wondering, say a client doesn't owe POAs but pays £1,000 anyway, is there a way to make IRIS show this on the calc?

Just curious, though it would be a help.  I tried putting in a POA but it didn't include it (presumably because none were due).

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By User deleted
22nd Aug 2011 11:47

Don't know that you can ...

... why don't you just print out the client account and send them?

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By justsotax
22nd Aug 2011 12:07

go into 'client account' on

the personal tax - you can add payments made and match with tax due - however not sure if this will be reflected on tax computation, but you can print off a report of the tax due and payments which presumably will be enough?

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Euan's picture
By Euan MacLennan
22nd Aug 2011 12:26

Yes, you can!

Firstly, to state the obvious, it must be a POA for y/e 5 April 2011 to appear on the Personal Tax Computation for 2011.

IRIS always processes POAs of nil if none is due.  Go into Client Account and click on both Show Full Amounts and Show Fully Matched Postings.  You will see OAC1/11 and OAC2/11 both as 0.00.  Select one of them, click on Change and enter 1000.  Re-run the Tax Computation.

Job done.

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Replying to buggd:
Quack
By Constantly Confused
22nd Aug 2011 12:42

Hmmm

Wonder why that never worked for me before... I bet I was putting it in the wrong year!

 

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By User deleted
22nd Aug 2011 13:18

Yes and no

What Euan says will show £1000 on account payment as due, which technically is incorrect (but if shown for illustrative purposes is OK), rather than showing £1000 having been paid on account.

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Euan's picture
By Euan MacLennan
22nd Aug 2011 14:45

Nitpicking

OK, OGA.

Having entered the POA, select it in the Client Account and click on Payment, then enter a date.  It will then appear on the Tax Computation as "(Paid)".

The Duck's intention was presumably to show the client the balance due, which it would do regardless of whether you mark the POA as paid.

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