Overview

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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

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

To include payments with a nil amount in the list, select the Include nil notices checkbox.
To hide payments with a nil amount, clear the Include nil notices checkbox.

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title	To show or hide student loan obligations

To include payments related to student loans in the list, select the Include student loan obligations checkbox.
To hide payments related to student loans, clear the Include student loan obligations checkbox.