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Managing Tax Notices using the Tax Notice page

The Tax Notices page provides a quick way to:

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

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Notices page
Open the Tax Notices page by selecting Tax Notices
  1. 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:

  1. Select a Due Date.

  2. Click Search.

Related topics

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

Preparing a printed list of payments due

Preparing a tax notice for a client

Customising a display table

Tax notice merge fields

  1. list, select Tax Notices.
  2. To display information, select a Due Date and click Search.

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titleRelated topics
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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

Preparing a printed list of payments due

Preparing a tax notice for a client

Customising a display table