Client Account

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This feature is used to keep track of the amounts due to be paid by the Trust and to make comparisons with the Revenue's financial statements. Payments on account and payments made can all be recorded here.

Payments on account can be reduced by clicking on Administration and Claiming to Reduce Payments (SA303). Provided that payments on account have been added to the client account for the year in question, the client account will be updated and payments on account reduced.

 

For more information regarding the client account and claiming to reduce payments on account click on the question mark in the top right-hand corner of each respective screen