 |
 |
|
|
If there is a repayment due then this section may be completed. There is a program setup option to automatically fill in these details. If an entry is made here it will override the program setup option. However, if a repayment is not wanted and an automatic option has been set in program setup, the program setup option must be turned off to prevent the repayment claim section from being completed. Please note that the Revenue will generally not refund amounts of less than £10.
Claim repayment - select this box to override the settings in Setup | Repayment Claim and complete the repayment section of the return.
Address - select client, agent or other nominee. If other nominee is chosen, the address must be entered. IRIS will insert the client's address from central client maintenance and the agent's address from the Practice Options.
Payment method - cheque of bank transfer. The Revenue strongly recommend bank transfer as IR mail has been targeted by criminals in order to steal repayment cheques. Enter the bank details (sort code, account description and account number) if payment is to be by bank transfer.
Charity - from 6th April 2012 onwards; this section cannot be completed as HMRC no longer allow the repayment to be made directly to a Charity via the Self-Assessment Tax Return.
Refer to the Tax Guide for more information.
