Overview

• Getting started with Tax Manager
• Working with tax clients
• Finding and managing your tax clients
• Opening Tax Manager
• Preparing tax returns
• Getting started with preparing tax notices
• Working with IRD Data

  Working with Tax Manager

• Viewing the tax position summary for a client
• Viewing the terminal income tax assessment details
• Viewing a client's tax ledger transactions
• Viewing the IRD transactions for a client
• Adding transactions for a client

  Managing Tax Notices using the Tax Notice page

• Finding tax clients that have a payment due
• Opening tax notices, tax returns and client tax details
• Updating the status of tax notices
• Previewing and printing tax notices in a batch
• Emailing tax notices to clients
• Preparing a tax notice for a client
  
  

  Other topics

• Working with tax calculators

• Preparing tax returns

• Monitoring return filing statistics

• Getting started with preparing tax notices

• Working with IRD data downloads

• Working with agencies

   

   

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This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.