Personal, Business, and Trust Tax Support

Reduce payments on account in Personal Tax

Payments on account (POA) are based on the previous tax year's liability, so when reducing them in Personal, Business and Trust Tax, you need to be in the tax year to which the POAs relate.
  1. To change the tax year, select
    Edit
    then
    Change Assessment Year
    .
  2. Select the relevant tax year, then
    OK
    .
    note
    If you're completing the current year's tax return and you wish to reduce the following year's POA because that year's income will be lower, then you will need to be in the following tax year to enter the reduction.
    If you're completing the current year's tax return and a claim to reduce the current year's POA has previously been made but not recorded on Digita, then you will need to be in the current tax year to enter the reduction.
  3. Select
    Tools
     then
    Payments
     from the main menu.
  4. Select the first instalment then
    Add Adjustment
    .
  5. For
    Type
    , select
    Adjust Current Instalment
    .
  6. Select the
    Reason
     for the deduction from the dropdown list, or enter your own reason.
  7. Enter the
    Amount
     to reduce the payment by (not the amount you wish to reduce it to), then select
    OK
    .
  8. Mark the
    Do not recalculate interim instalments
     checkbox.
  9. Repeat steps 4 to 7 above for the second instalment POA.
    note
    When you go back to the previous year, the tax return pages SA110 will be revised to display a tick in box 9, the revised POA in box 10, and the reason for the reduced payment in box 16. Your client computation will also be revised accordingly.
    If you've submitted the return and you are completing form SA303, this will also be populated with the appropriate details. To produce Form SA303, go to
    Forms
     and select
    Create
     next to form SA303. You will need to print and post form SA303 becuase there's no option to file it online.

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax