Managing Tax Notices using the Tax Notice page The Tax Notices page provides a quick way to:
open and review the details for a client’s tax notice update the status of one or more selected tax notices preview and print one or more selected tax notices email tax notices to your clients.
You can customise the information displayed on the Tax Notices page by adding, removing or rearranging the columns. See Customising a display table for full details. Opening UI Expand |
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title | To open the Tax |
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| Notice Open the Tax Notices page by selecting Tax Notices - On the toolbar, from the Tax button drop-down
| menu on the Tax button in the toolbar.By default, the Tax Notices page does not show any information until you: Select a Due Date. Click Search.
Related topicsFinding 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 Preparing a printed list of payments due Preparing a tax notice for a client Customising a display tableTax notice merge fields - list, select Tax Notices.
To display information, select a Due Date and click Search.
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