Administration Menu

This menu gives access to the client account and claim to reduce payments on account (SA303).

Client Account

 

Keeps a record of payments on account/balancing payments due and so on.

Claim to Reduce Payments (SA303)

Use to reduce payments on account for the next year if required.

Staff Maintenance

Opens

Inland Revenue Interest Rates

Lists Inland Revenue interest rates and repayment supplement rates.

Recover Client Account

This option checks that all the information in each client account is properly matched. Any anomalies are repaired.

Overdue Accounts

A report showing outstanding accounts.  The client account must be kept up to date for this to be an accurate report.

 

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