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topuptax - Settings - Agent, Repayment Bank Details and Defaults

The Agent Details on pages 6 and 7 of your client's tax returns are picked up from this screen. Enter your details and hit the Save button.

Enter your bank details and hit the Save button to enable client repayments to be paid into your account.

Click on the Defaults tab to globally (individual returns only) select if:

tax owed for the current year is NOT to be collected through a future year coding
tax owed for the following year is NOT to be collected through next year coding

If you wish to change these settings for an individual client's tax return please use the Tax refunded / not paid enough tab in Finishing the Return.

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