Edit payments and balances

This is the total amount of tax that the client owes or has overpaid for the currently selected tax year. You cannot change this default amount.

In the situation where you need to increase the payments made on account, for example where reductions may have been claimed erroneously and additional payments are required immediately, you can manually edit the values.

• Increase to 31st January <tax year> payment on account.
• Increase to 31st July <tax year> payment on account.

• If 'No Claim' has been selected on the Main Details page of the Repayments page, and a repayment is due, the repayment will be offset against the first payment on account, to show a reduced payment amount. A negative value indicates that there is an overpayment which is to be used to reduce the first payment on account.
• If a claim is made 'Via SA100' on the Main Details page of the Repayments page then the amount shown here will be the full payment.

The value for the first payment on account for the next tax year will be displayed here.

This is the Balancing payment plus the first payment on account for the next tax year.

This is the second payment on account for the next tax year.