Overview

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You can use the Tax Notices page to preview and print one or more tax notices. This is useful when you want to print a batch of tax notices in one go.

Tax Manager determines the relevant tax notice template to use based on the status and content of each tax notice. The templates have been designed to:

include a Draft watermark if the tax notice has not been approved
print on the pre-printed IRD stationery.

Before you can preview or print a tax notice, you need to select it. You can:

select one or more tax notices by selecting the checkbox at the start of each relevant row. Selected rows will display a tick in the checkbox.
select all tax notices displayed in the list by selecting the checkbox in the heading row. All rows will display a tick in the checkbox.

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Use the filter and grouping options to help you find the tax notices you want to print.

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title	To preview the selected tax notices

On Depending on whether you want a detailed or summarised notice, on the TASKS bar, go to either:
- Go to PREVIEW > Detailed notices
- Go to PREVIEW > Summarised notices.
The Tax Notices Preview window appears displaying the selected notices.
To print the notices, click the tax notices print icon .
Close the window.

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title	To print the selected tax notices

On Depending on whether you want a detailed or summarised notice, on the TASKS bar, go to either:

Go to PRINT > Detailed notices.
Go toPRINT > Summarised notices.

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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

Preparing a printed list of payments due

Preparing a tax notice for a client

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Versions Compared

Old Version 3

New Version 4

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Overview

Working with Tax Manager

Managing Tax Notices using the Tax Notice page

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