Migrated Legacy System Balances

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How to Access the Migrated Data and Adjusting the Migrated Balances

The migrated Legacy System ledger balances can be viewed  in the taxpayer’s iTax profile in the General Ledger under the ‘Account Type – Taxpayer Legacy Account’ Menu. Detailed statements of the migrated balances are also available for download under taxpayer’s iTax profile under the ‘Debt & Enforcement’ Menu.

The Legacy System data was validated and migrated as a net balance per period as per taxpayer’s submitted records.

Adjustments of the migrated balances

There might be instances that may warrant adjustments on the migrated balances, which include:-

  1. Payments made and not presented for capturing.
  2. Payments captured late (late receipting causing erroneous Interest & Penalties).
  3. Return amendment (Uncaptured loss, uncaptured return, errors in the captured data).
  4. Self-assessment return filed on Legacy and payment on iTax, and vice versa for Instalments, Balance of Tax, WHT, and Advance Tax.
  5. Wrong accounting period.
  6. Objection decisions implemented wrongly.
  7. Uncaptured Legacy System withholding credits and advance tax.
  8. Refund offsets not posted.

Reconciliation will be carried out up to 31st December 2024, after which, the re-validation window will be closed and data confirmed as migrated. This transfer will give a consolidated view of all transactions after which the debts will be demanded and factored among other liabilities of a taxpayer.