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If any of the selected tax notices have not been printed and you want to print them, click No to cancel
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If you email the tax notice directly to the client, it will be marked as sent when the email is sent.

To mark the tax notice as sent

On the Tax notice details view:

  • Click Mark as sent in the Tasks bar.

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    Marking a Tax Notice as sent

    When you have printed and sent the tax notice to the client, you can mark it as sent so you know that it has been sent to the client. When the client makes the payment to the IRD, the payment will show on the IRD data download and can be reconciled against the payment due in Tax Manager.

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    You can only mark approved tax notices as sent. If you select a tax notice with a different status, you will see and error message, and they will not be approved.

    A confirmation message displays.
  • Click Yes.

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    You might want to print the tax notices before marking them as sent.
    You can then print the tax notices before marking them as sent.
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    titleTo mark the tax notice as sent
    1. Go to the Tax notice details view and, on the TASKS bar, click Mark as sent. A confirmation message displays.
    2. Click Yes. The selected tax notices
    will
    1. have a status of Sent.
    Related topics

    Approving a Tax Notice

    Previewing and printing a tax notice

    Marking a Tax Notice for follow up

    Marking a Tax Notice as not required

    Viewing Tax Notice variances

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    Approving a Tax Notice

    Previewing and printing a tax notice

    Marking a Tax Notice for follow up

    Marking a Tax Notice as not required

    Viewing Tax Notice variances