Finding tax clients that have a payment due The Tax Notice page provides the following functions to help you analyse the payments due and determine what tax notices you need to send.
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title | To display all the clients with payments due in a selected month |
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| Click on Due Date to To open a drop-down list of available months, click Due Date. Select the appropriate month from the list. Click Search. The list of tax clients refreshes to show tax clients with payments due in the selected month.
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title | To show or hide nil notices |
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Click the Include nil notices checkbox to either: Tick it to - To include payments with a nil amount in the list
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title | To show or hide student loan obligations |
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Click the Include student loan obligations checkbox to either: Tick it to OR Untick it to , select the Include student loan obligations checkbox. To hide payments related to student loans, clear the Include student loan obligations checkbox.
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To change the way the information is displayed You can: sort, group and filter the information in the table add, remove, reorder or resize the columns. See For more information on changing the way the information is displayed, see Organising your data for more information. Managing Tax Notices using the Tax Notice page Opening tax notices, tax returns and client tax details 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 |