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