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The Tax Notice page provides an easy way for you to open the tax notice, tax return and tax details for a client.

UI Expand
titleTo open the Tax Notice in Tax Manager for a tax client

Choose one of the following:

  • Double-click the row containing the required client.

  • Click the IRD Number for the required client.

  • On the TASKS bar, select the required client and click Tax Manager.

Tax Manager opens and displays the selected Tax notice details.

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titleTo open Return preparation for a tax client

EitherYou can either:

  •  Click the Return Name for the required client., or
  • On the TASKS bar, select the required client and click Return preparation.

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titleTo open the Client page Tax tab for a tax client

Click the Client Code for the required client.

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Managing Tax Notices tax notices using the Tax Notice page

Finding tax clients that have a payment due

Updating the status of tax notices

Previewing and Printing tax notices in a batch

Preparing a printed list of payments due

Preparing a tax notice for a client