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Approving a Tax Notice

When you have reviewed the tax notice and are ready to send it, you need to approve it before you print it and send it to the client.

Once a tax notice has been approved, the:

To approve the tax notice

On the Tax notice details view:

  • Click Approve in the Tasks bar.

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    You can only approve tax notices with a status of Draft, In progress or Follow up. If you select a tax notice with a different status, you will see and error message, and they will not be approved.

    UI Expand
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    titleTo approve the tax notice
    1. Go to the Tax notice details view and, on the TASKS bar, click Approve on a tax notices with a status of Draft, In progress or Follow up. A confirmation message
    displays
    1. appears.
    2. Click Yes.

    1. The tax notice status

    will be
    1. is updated to Approved.

    Related topics

    Previewing and printing a tax notice

    Marking a Tax Notice as sent

    Marking a Tax Notice for follow up

    Marking a Tax Notice as not required

    Viewing Tax Notice variances

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    Previewing and printing a tax notice

    Marking a Tax Notice as sent

    Marking a Tax Notice for follow up

    Marking a Tax Notice as not required

    Viewing Tax Notice variances