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To access this screen, go to Launch | Corporation Tax Payments in the Staff Control Panel.
This option provides a list of payment dates for limited companies within a time scale specified by the user. It is also possible to restrict the results to a particular client by entering the Client ID in the field provided.
This screen can be accessed from Business Tax or Practice Management.
Business Tax - select a limited company and choose Administration followed by Corporation tax payments.
PM - right-click the PM icon and choose Corporation tax payments from the menu. Alternatively, select the Launch menu from the Staff Control Panel, and then select Corporation tax payments.
First confirm the dates between which payment dates are to be checked. The standard is to search for payments due during the three months from today’s date. Amend this date range by typing alternative dates into the fields provided or by clicking the magnifying glass to access the IRISPTP calendar.
Once the dates have been set click Find.
The display lists all clients with corporation tax payments due within the specified date range.
The results can be sorted by any of the column headings on the display.
Each of the columns can be Configured to have the order required for this screen.
Once the list has been generated, click Print to generate a report. The report uses the column order chosen by the user. Alternatively the information can be Exported to a CSV file.
Also it is possible to refine the searching criteria. This now allows a search for clients based on whether they have made payments or not or whether they have been notified. This can also be run for a specific client.
It is possible to assign details of when the client was notified that payment was due and also when the client has made this payment. To access and change/edit these details highlight the specific line and either double-left click or use the View button at the bottom of the screen.
The window headed Edit Corporation Tax Instalment will show the details of when the client was notified and when the client made the payment. To enter information into this field either click on Today or enter in a different date.
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Column |
Contains |
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Date due |
Date on which the payment is due with the Inland Revenue |
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Instalment |
The type of instalment.
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%CTI |
This will usually represent 100% of the corporation tax liability. However, for large companies this field will display the proportion of the liability payable on the due date. |
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Client ID |
Identifier of the client |
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Client Name |
Name of the client Details the date when the client was notified about the payment Details when the payment was made |
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CTAP Start |
First day of the corporation tax accounting period |
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CTAP End |
Last day of the corporation tax accounting period |
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No. |
Number of CTAPs in the financial accounting period. This will usually be 1 unless the accounting period is longer than 12 months. |
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AP End |
End of the financial accounting period |
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Partner |
Partner responsible for the client |
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Manager |
Manager responsible for the client |
Once Find has been clicked it will start to generate a list, clicking Stop at any time will abandon the search.
Right-clicking on the list displays a pop-up menu allowing the choice of Find, Stop or Close the option.
It is assumed that a company pays tax on the normal due date, unless the quarterly tax payments indicator has been ticked on the Tax tab in the client browser.
The indicator can be accessed through this screen by clicking Client.
A Limited Company will appear on this screen if they are either registered with Business Tax or have the Corporation Tax Service (Standard System Job Type ) against them. To remove the client the service needs to be terminated. For further details click here.
If the service is deleted then the client can still appear on the list as the client will be registered in Business Tax still.