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Preparing a printed list of payments due

You can prepare and print a list of payments due using the Tax Notices page and either:

OR

The information

shown

displayed on the Tax Notices page will be exported or printed as displayed. You can change this before you export or print to:

  • sort, group and filter the information in the table

  • add, remove, reorder or resize the columns.

See

For more information, see Organising your data

for more information

.

To export the list of payments shown on the Tax Notices page

Click

Tasks_bar_export_to_excel.pngImage Removed.

the export to Excel icon Tasks_bar_export_to_excel.pngImage Added. The information shown in the table is exported to a spreadsheet in a new window. You can use Microsoft Excel to format the data as required.

 

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titleTo print the list of payments shown on the Tax Notices page
  1. Click

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  1. the print icon Tasks_bar_print.pngImage Added. The Print - Tax Notices

screen opens
  1. window appears.

  2. If you want to change the default heading,

type
  1. enter a heading for the page in the Page Heading Centre field. This will print in the centre at the top of your printout.

  2. If you want to change the other default header or footer information, click Options and enter the appropriate information.

Click Print to
  1. To print the list on your printer, click Print.

  2. If you prefer to view a copy of your printout before you print:

    1. Click Preview. A preview of your printout

opens
    1. appears in a new window.

    2. When you are ready to print, click

PrinterIcon.pngImage Removed.

Related topics

Managing Tax Notices using the Tax Notice page

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 tax notice for a client

    1. the print icon PrinterIcon.pngImage Added.

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titleRelated topics
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Managing Tax Notices using the Tax Notice page

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 tax notice for a client