Overview

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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.

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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.

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Go to the Tax notice details view and, on the TASKS bar, click Follow up status on a the 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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Versions Compared

Old Version 2

New Version 3

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Overview

Working with Tax Manager

Managing Tax Notices using the Tax Notice page

Other topics