Overview

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To accept the changes in the Tax notice variance window

Click Accept changes.

To retain the current tax notice when the Tax notice variance window appears

Click Cancel.

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In certain circumstances, changes in a tax return or in Tax Manager will cause variances in the payments due by clients.

When opening a tax notice due in the current, or a past month, that has a status of Approved, Sent or Not required, Tax Manager checks to see if there have been any changes in the values used to create the tax notice. If there are, the Tax notice variance window appears and displays:

the payments due as detailed in the current tax notice
the payments due as detailed in Tax Manager
the variances.

If you accept the changes for a tax notice that has been approved or is marked as Not required, the changes will be made to the current tax notice and the status will be updated to In Progress.

If the tax notice has been marked as Sent, it will be marked as Superseded and a new tax notice will be created with the changed figures to replace it.

You can also manually check for variances for any tax notices that are due in the current or future month that have a status of Approved, Sent or Not required.

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Approving a Tax Notice

Previewing and printing a tax notice

Marking a Tax Notice as sent

Marking a Tax Notice for follow up

Marking a Tax Notice as not required

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Overview

Working with Tax Manager

Managing Tax Notices using the Tax Notice page

Other topics