COM61021 - CT online services: COTAX view L and P: find a payment (Action Guide)

To open COTAX View L & P

Step 1

To view a company record

Steps 2 - 3

To find a payment

Steps 4 - 7

1.

Select the ‘COTAX View L & P’ icon in the ‘companies’ folder in the ‘My Services’ tab in ‘My Workplace’. Internet Explorer will be opened, and you will be presented with the Select Company screen

2.

Enter the 10 digit company UTR in the Company UTR field

3.

Select the [Go] button. You will be presented with the Your Balance (Word 28KB) summary screen

4.

Select the ‘Find A Payment’ heading on the left hand menu in the Internet Explorer window

5.

On the Find a Payment screen, enter

• The exact amount of the payment (where this is known)
• The date from which you wish the records to be examined
• The date to which you wish the records to be examined

Note: You can use any combination of the above to define your search

6.

Select the [Go] button

7.

Where the search has found payments matching the entry details

• Select the amount displayed on screen, to obtain details of its allocation

Where the search has not found payments matching the entry details

• Review / revise your search criteria, and retry if appropriate

Or

• Abandon the search