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You can prepare and print a list of payments due using the Tax Notices page and either:

The information displayed on the Tax Notices page will be exported or printed as displayed. You can change this before you export or print to:

For more information, see Organising your data.

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titleTo export the list of payments shown on the Tax Notices page

Click the export to Excel icon

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Image Added.The information shown in the table is exported to a spreadsheet in a new window.

You can use Microsoft Excel to format the data as required.

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titleTo print the list of payments shown on the Tax Notices page
  1. Click the print icon Tasks_bar_print.pngImage Removed Image Added. The Print - Tax Notices window appears.

  2. If you want to change the default heading, enter a heading for the page in the Page Heading Centre field. This will print in the centre at the top of your printout.

  3. If you want to change the other default header or footer information, click Options and enter the appropriate information.

  4. To print the list on your printer, click Print.

  5. If you prefer to view a copy of your printout before you print:

    1. Click Preview. A preview of your printout appears in a new window.

    2. When you are ready to print, click the print icon PrinterIcon.pngImage Removed Image Added.

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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

Previewing and Printing tax notices in a batch

Preparing a tax notice for a client