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Overview

Getting started with Tax Manager
Working with tax clients
Finding and managing your tax clients
Opening Tax Manager
Preparing tax returns
Getting started with preparing tax notices
Working with IRD Data

Working with Tax Manager

Viewing the tax position summary for a client
Viewing the terminal income tax assessment details
Viewing a client's tax ledger transactions
Viewing the IRD transactions for a client
Adding transactions for a client

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
Emailing tax notices to clients
Preparing a tax notice for a client