Preparing a tax notice for a client

When you have Tax Manager open for a client, you can:

• review the client’s Tax Notice details

• update the status of the tax notice

• preview and print the tax notice

• email the tax notice to the client

• view any variances between a current tax notice and the values stored in Tax Manager.

For each client, the tax notices that Tax Manager expects you to create for a tax year are automatically created with a status of Draft.

To prepare a tax notice for a client

1. Open the tax notice for the relevant client.

2. Click  (in the Assigned to field) to assign responsibility for this tax notice to an employee.

When you close the tax notice, the status will be updated from Draft to In Progress.

3. Review the tax notice information displayed. Make any alterations and corrections to data by editing the relevant transactions or tax return information.

4. Enter the amount of any Voluntary adjustments for this notice.

5. Enter up to two additional payments in the fields at the bottom of the screen. These are defined by the two rows of grey box outlines above the Total due for this notice amount. The information required (from left to right) is:

1. description of payment due — click in the box and enter text to identify the payment

2. payment — click in the box and enter the amount due

3. tax type— select the applicable code from the drop-down list

4. date — enter the date (or select from the pop up calendar) the payment is due.


These payments will be included on the tax notice.

5. When the information on the tax notice is correct, select TAX NOTICES > Approve from the tasks bar to approve the tax notice.

6. Select PRINT > Detailed notice from the tasks bar to print the detailed tax notice, or PRINT > Summarised notice to print a summary notice.

You can preview the notice before you print by selecting PREVIEW > Detailed notice or PREVIEW > Summarised notice.

7. When you have sent the tax notice to the client, select TAX NOTICES > Mark as sent from the tasks bar so you know you have sent the tax notice.

8. If any changes are made to the client’s information that affects an approved tax notice, Tax Manager will notify you when you open the tax notice so you can decide if you need to prepare a new tax notice.

Related topics

Finding tax clients that have a payment due

Opening tax notices, tax returns and client tax details

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

Viewing Tax Notice variances

Tax notice merge fields