Payments on account

Payments on account are entered through the Tax Return Status tab by clicking Tax Payments Made.

The screen contains two grids.

  • The first grid allows input of payments on account made for the current year.
  • The second grid allows input of any further balancing payments made for the year.

Each grid contains the following columns:

  • Date of payment‘ Enter the date of the payment
  • Description‘ Enter an optional description (e.g. “January payment on account”).
  • ‘Amount’ Enter the amount of the payment

Further information

Note that the payments on account will not appear on the tax return or computation. They will appear in the tax return summary:

  • On screen, on the tax return status tab.
  • In the summary report, downloadable from the tax return status tab and optionally included in the client download bundle.

Additional information is available on the website

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