Overview

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Opening tax notices, tax returns and client tax details

The Tax Notice page provides an easy way for you to open the tax notice, tax return and tax details for a client.

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title	To open the Tax Notice in Tax Manager for a tax client

Choose one of the following:

Double-click the row containing the required client.

OR

Click the IRD Number for the required client.

OR Select the

On the TASKS bar, select the required client and click Tax Manager

on the Tasks bar

.

Tax Manager opens and displays the selected Tax notice details.

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title	To open Return preparation for a tax client

Either:

Click the Return Name for the required client.

OR Select the

On the TASKS bar, select the required client and click Return preparation

on the Tasks bar

.

To open the Client page Tax tab for a tax client

Click the Client Code for the required client.

Finding tax clients that have a payment due

Updating the status of tax notices

Previewing and Printing tax notices in a batch

Preparing a printed list of payments due

Preparing a tax notice for a client

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Managing Tax Notices using the Tax Notice page

Finding tax clients that have a payment due

Updating the status of tax notices

Previewing and Printing tax notices in a batch

Preparing a printed list of payments due

Preparing a tax notice for a client

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Old Version 1

New Version 2

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Overview

Working with Tax Manager

Managing Tax Notices using the Tax Notice page

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