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Balance date change

If your client has change their balance date, you can update this within Tax Traders

Access the taxpayers account

The first step is to access the account for the taxpayer you are wanting to adjust the balance for.

From your dashboard, navigate to the taxpayer that you wish to adjust.

Adjust the balance date

Select Taxpayer preferences > Taxpayer settings

You can adjust the balance date within the taxpayer details

I have changed the balance date for my client but the old provisional tax dates are still coming up on the online tools. How do I change this?
Our system works slightly ahead of where you are when you are using our tools, so if you have just changed the balance date for your client under taxpayer settings the tools will not have picked up the adjusted settings the first time you go in to the tool.

On the RIT and Buy tools there is a Clear All Calculations button found at the bottom of the second page. Just hit this button and the system will push you back to the initial page of the tool and will in the process reset to the new balance date settings applied.

When you progress through following this the new standard provisional dates will populate for you.