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Don't have this feature? Talk to your Account Manager about upgrading Tax for your practice.

New Zealand only

Before you send a tax return to a client, you or someone in your practice needs to review and approve it. This process updates the status of the tax return from In progress to Ready for client review. It also displays the Send to client button that lets you send the tax return to your client.

If you're a sole practitioner or if you're the only one preparing, reviewing and approving the tax return, you'll still need to review and approve the tax return so you can access the Send to client button.

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title	To request an internal review

In the client's Tax return click Send for Review.

The Approve all and Send for rework buttons appear and the status of the tax return changes to In Review.
If someone else will be reviewing the tax return, let them know that it's ready for their review.

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title	To review and approve the tax return

Open the tax return and review the data inside.
If further changes are required, click Send for Rework to update the status of the tax return back to In progress.
If you're happy with the tax return and it's ready to send to your client, click Approve all.

The tax return status changes to Ready for client review and the Send to client button appears.
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Approving a tax return will lock the return so that no further changes can be made.

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Preparing a tax return (NZ)

Reviewing and approving a tax return

Sending a tax return to a client

Filing a tax return

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