Forum Discussion

blanky's avatar
blanky
Contributing Cover User
4 years ago
Solved

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

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 ...
  • Niceday's avatar
    Niceday
    4 years ago

    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

Niceday's avatar
Niceday
MYOB Staff
4 years ago

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

  • blanky's avatar
    blanky
    Contributing Cover User
    4 years ago

    Thanks Lisa

     

    One of your team rang me about something else so I asked them about it and he pointed me in the correct direction.

     

    Regards

    Rachel