PS Help: Tax Manager NZ
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Finding tax clients that have missed a payment

The Missed Payments page provides a list of all the clients in your practice who have missed their payments within a specified date range.

To assist you review the clients with missed payments, you can:

.

  • customise the layout of the information to suit the way you like to work by

:

  • changing the information displayed on the list by sorting, adding, removing and changing the order of the columns in the list

  • group the results so that tax clients with the same information are listed together.

See Organising your data for
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type
note
tip

For details on filtering and customising the list of missed payments,.see Organising your data.

Once you

have

've found the client you are interested in, you can quickly access the following areas of MYOB AE/AO for the client:

  • Tax Manager — click the IRD Number for the required client to view their transactions in Tax Manager.

  • Return preparation — click the Return Name for the required client to open their tax return.

  • Client’s Tax tab information — click the Client Code for the required client to open their Client page Tax tab.

Opening the Missed Payments
UI Expand
titleTo open the missed payments page
Open the Missed Payments page by selecting Missed Payments
  1. On the toolbar, from the Tax drop-down
menu on the Tax button in the toolbar.

By default, the Missed Payments page does not show any information until you:

Select
  1. list, select Missed Payments. The Missed Payments page appears.
  2. To display information, select a Due Date range.
  3. Click Search.

Exporting and printing your list of tax clients

You can print or export the displayed list of tax clients to use in Excel.

UI Expand
titleTo print the current list of tax clients
Click Tasks_bar_print.pngImage Removed in

  1. On the

Tasks

  1. TASKS bar, click print Tasks_bar_print.pngImage Added.

  1. A Print - Find Results window

opens

  1. appears where you can preview and print the search results.

  2. To export the current list of tax clients to Excel

  • Click Tasks_bar_export_to_excel.pngImage Removed in the Tasks bar.

  1. , on the TASKS bar, click export to Excel Tasks_bar_export_to_excel.pngImage Added. The list of tax clients is exported to Excel and the spreadsheet opens.
Related topics

Monitoring return filing statistics

Preparing tax returns

Working with IRD Data downloads

Working with Agencies

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practiceSolutionsHelp
Accountants and Partners
Tax Manager
AE Tax Manager (NZ)
New Zealand

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  Overview

  Working with Tax Manager

  Managing Tax Notices using the Tax Notice page

  Other topics

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.