Working with Tax Manager Tax Manager opens on a client by client basis. A new window opens for each client, and you can have multiple Tax Manager windows open at any point in time.
Tax Manager: provides real time access to the information you need to manage your client’s tax position checks your data and automatically alerts you if it finds any issues that you need to know about processes IRD assessments automatically and identifies any variances in the figures for you to investigate provides up to date filing statistics streamlined tax notice processing.
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title | To open Tax Manager |
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| There are a number of ways to open Tax Manager: | on Tasks bar.Click on the Tax - Client Search pageClick Tax Manager on the Client Tasks .Using the Find Tax Clients page Client Page Tax tab Viewing the tax position summary for a client Viewing a client’s tax ledger transactions Viewing the IRD transactions for a client Viewing the reconciliation of transactions for a client Using the provisional tax calculator Working with Agencies |