Overview

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Marking a Tax Notice for follow up

If you need to follow up on a tax notice for any reason, you can mark it for follow up.

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You can use the filter or grouping to quickly find all the tax notices you need to follow up using the Tax notices page and the Status field.

To mark the tax notice for follow up

On the Tax notice details view:

Click Follow up in the Tasks bar.

A confirmation message displays.

Click Yes.

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You can only mark tax notices for follow up if they have a status of Draft or In progress. If any of the selected tax notices have a with a different status, you will see a warning message and their status will not be updated.

The tax notice will show a status of Follow up.

Related topics

Approving a Tax Notice

Previewing and printing a tax notice

Marking a Tax Notice as sent

Marking a Tax Notice as not required

Viewing Tax Notice variances

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title	To mark the tax notice for follow up

Go to the Tax notice details view and, on the TASKS bar, click Follow up status on a tax notice of Draft or In progress. A confirmation message appears.
Click Yes. The tax notice has a status of Follow up.

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Approving a Tax Notice

Previewing and printing a tax notice

Marking a Tax Notice as sent

Marking a Tax Notice as not required

Viewing Tax Notice variances

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Overview

Working with Tax Manager

Managing Tax Notices using the Tax Notice page

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