SAM2061 – Amend payment:
amend payments on account: notify agent of new or amended PoA
(Action Guide)
When you create or amend payments on account for 1996/97
consider whether you need to notify the agent by following steps 1
- 7 below.
For details of how to access any of the SA functions, select
‘Index of Functions’ on the left on the left of the
screen.
- Use function VIEW TAXPAYER’S AGENT DETAILS to check if
the 64-8 signal is set to ‘Y’
- If the signal is set to ‘N’ take no further action,
otherwise continue with steps 3 - 7 below
- Issue a letter (or a copy of the letter you sent to the
taxpayer with the client reference added) to the agent without
delay, and where possible
- On the date that the 1995/96 assessment is raised
or amended or a standover is created or amended
- Immediately after the payments on account are
created or amended
- Use function VIEW STATEMENT to establish how much is payable
and what has been paid
Note: The amended payments on account may not be
the amounts payable by the taxpayer. The consequences of amending
payments on account (
SAM1120) depend on whether the taxpayer
has made a claim to adjust
- Advise the agent of the new or amended payments on account and
the amounts that are payable, state what the due dates are and say
what if anything has been paid in the letter
- Where an amendment causes the taxpayer record to become
overpaid, tell the agent about the overpayment
- Select the SA Note (Letter to agent notifying (new / amended)
Payment on Account) from the SEES Notes Paster.
