We'll create tax notices using the settings you specify here.
If you want to change the settings for tax notice in the current period, you'll need to do so from within the tax notice itself.
Select a client on your client sidebar, and click the Settings icon () on the top right of the page.
Scroll until you see the Tax notice settings, then click Edit.
To change the provisional tax option for the current year, click Edit to open the tax notice.
To change the provisional tax option for the following year, select the provisional tax option from the drop-down. Tax notices created for the following year will have this option selected by default.
If you want to pool instalments, select Tax pooling.
The Delivery preference is how you'll send tax notices to your client. If you choose portal, when you click Send to client from within a tax notice, you'll have the option to create a task for your client. If you choose Send manually, then you'll need to send the tax notice yourself via email, or other means.
Select a client on your client sidebar, and click the Settings icon () on the top right of the page.
Scroll until you see the Tax notice settings, then click Edit.
Under Delivery preferences, select either:
Send task to client to send tax notices to your client via the client portal.
A client must have a portal to select this option.
Send manually if you want to manually download tax notices to provide to your client via other means.