Trying to change effective filing date so Tax statement only shows Tax due at P3

blanky

We are wanting to hold off filing the clients 2021 tax return so that their provisional tax is assessed on their 2021 income which is nil.  I am trying to get this to show on the 2021 tax return but can't get it to work.  I have been into the compliance setting and changed them so it shows P1 nil P2 nil and P3 the full amount of Prov tax for the year but this is not showing on the tax statement.  I have synced data but this didn't work either.  Old system you could change effective filing date.

 

Any Ideas

Niceday

Hi Blanky,

 

Thank you for your post.

 

To get the tax statement to show all the provisional tax at P3. Go to compliance settings> change the Expected filing date for the 2021 year to be after the second prov tax date, but before the third prov tax date. Open the return and click sync tax return data, now the tax statement should appear as you expect.

 

Should you require further assistance with this issue, please do not hesitate to call our technical support team on 0800 94 96 98.

 

Thanks

 

Lisa