Check the Tax default selection from the Configuration screen

  1. Open PTP Tax Platform.

  2. Click the Spanner icon located on the tool bar to access the Tax Office and Firm Details Maintenance screen then select the Configuration tab.

 

If the majority of your clients choose to collect unpaid tax below £3000 through tax code, then we recommend having the default setting selected. This can be overridden on the calculation window for specific clients who do not wish to collect the unpaid tax through the tax code. See page 2. If the default is not ticked, and you wish to let this remain see page 3.

  1. If the default is ticked, and the tax due is below £3000, then page 6, box 2 will not have a cross. Therefore the unpaid tax will be collected through the tax code.

  2. Click the Cross icon located in the top right corner to close the screen.

 

 

Override the Tax Default Selection from Configuration screen

  1. Select the relevant client and select the Client Tax Returns tab.

  2. Click the Calculation tab which will open the tax calculation window.

  1. Select Allow override of unpaid tax default selection from the configuration screen.

  2. Deselect Collect any unpaid tax below £3000 through the tax code.

The tax due below £3000 will not be collected through the tax code and there will be a cross in box 2, page TR6.

  1. Click the Cross icon located in the top right corner to close the screen.

 

 

Deselect Default Setting

  1. Open PTP Tax Platform.

  2. Click the Spanner icon located on the tool bar to access the Tax Office and Firm Details Maintenance screen then select the Configuration tab.

 

If the majority of your clients choose not to collect unpaid tax below £3000 through tax code, then we recommend having the default setting deselected. This can be overridden on the calculation window for specific clients who wish to collect the unpaid tax through the tax code. See page 4.

  1. If the default is not selected, and the tax due is below £3000, then page 6, box 2 will have a cross.

  2. Click the Cross icon located in the top right corner to close the screen.

 

 

Override the Tax Default Selection from Configuration screen

  1. Select the relevant client and select the Client Tax Returns tab.

  2. Select the Calculation tab which will open the Tax Calculation window.

  3. Select Allow override of unpaid tax default selection from the configuration screen.

  4. Select Collect any unpaid tax below £3000 through the 2014-15 tax code.

  5. Click the Cross icon located in the top right corner to close the screen.

 

The tax due below £3000 will now be collected through the tax code and there will not be a cross in box 2, page TR6.