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Tax New Zealand: Change the number of ledger provisional instalments and their amounts

when you need to change the number of provisional instalments in a tax return's ledger

Updated over a month ago

The provisional instalments must be amended in the ledger in Tax Manager as follows:

  1. Open the tax return in Tax Manager.

  2. Navigate to Ledger, then select the T/Y tab.
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If you need to change the date for an instalment, you need to delete and re-create the instalment:

  1. Select the instalment and use the Delete Prov Instalment button.

  2. Once deleted, select Create Ledger Instalment.

  3. A message will pop up advising you to add a date and amount to the new instalment on the Actual tab of the ledger.

  4. Click on the ledger's Actual tab, then select the relevant instalment to update.

  5. In the Date Field, add the relevant date.

  6. In the Amount Field, add the amount.
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If you just need to add an an instalment, on the T/Y tab, click the option to create a new instalment, then follow the steps above to update the date and amount.

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