TASBooks - Record off-payroll working (IR35) deductions withheld by your client

Create a customer record for your client

1. Click Sales, then click Customers, then click Maintain Customers.
2. Enter a Customer Code and Name.
3. Enter the details for the record.
4. Click Save, then click Yes.
   
   

Create an IR35 deductions withheld nominal code

We recommend you create a new nominal code for IR35 deductions within the Current Liabilities area of your chart of accounts. You can check your chart of accounts categories in Nominal codes, Chart of accounts.

1. Click Nominal  then click Nominal Account, then click Maintain chart of accounts.
2. Create a new nominal with the following details:
   

   Number & Dept	Use a number in the 2100 range, for example 2103.
   Description	Enter the name for the new nominal, for example IR35 deductions.
   Account Type	Select Liability from the drop-down list.
   Nominal Group	Select your required Nominal Group.
   Analysis Category	Select the required Analysis Category.

3. Click Save then click Yes.
4. Click Cancel.
   
   

Post a customer invoice for the work you've completed

1. From the menu bar, select Sales, then click Enter/ Change Journals, then click Enter/ Change Customer Invoices/ Debit Journals.
2. Create the invoice, entering the following information, using the TAB key to move through the various boxes.
   

   Date	Enter the date of the invoice.
   Type	Choose SL Invoice.
   Customer Code	Enter the required customer code or press F2 and select the customer code from the look-up list.
   Net	Enter the net amount of the invoice.
   VAT rate	Select the required rate.

3. To save the transaction, click Save or press TAB and when asked to save the entry click Yes. The posting number is displayed in the bottom right corner of the window.

Standard VAT

If you use the Standard VAT scheme, you must post record the IR35 deduction withheld as a credit note, then allocate it against the invoice.