Preparing tax notices (NZ)

https://help.myob.com/wiki/x/qieEAQ

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New Zealand only

Tax Notices are the 901D tax letters you send out to clients so they know to make payments to the IRD.

The process of preparing Tax Notices is different to the AO Classic process.

Before you prepare your tax notices, you should check unreconciled IRD transactions for the period to ensure the IRD balances are correct, see Reconciling IRD data in Tax Manager.

To prepare tax notices for a period

Select Tax Notices from the Tax icon drop-down menu. The Tax Notices page opens.
Select a Due Date from the drop-down list. You can choose from the current month or up to 5 months into the future.
Click Search. The list of all tax clients who could have a tax notice due for the date you selected are displayed on the screen.
Check and resolve any alerts. See Viewing and resolving alerts.
Review the list of clients and mark any notices that you do not have to send as Not required.
Click the checkbox to select the clients you do not want to send a tax notice. Use the filter, group and sort functions to help you find them. For example, you could filter for LTC and Partnership clients.
Click Not required in the Tasks bar to remove the tax notices from the list for this date.
Review a client’s tax notice details by clicking on the client’s IRD Number to open the Tax Notice details view where you can:
- Make any alterations or corrections to the data by editing the relevant transactions or tax return information.
- Enter the amount of any Voluntary adjustments for provisional notices.
- 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 description of payment due, payment, tax type and due date. These payments will be included on the tax notice.
- Click Approve in the Tasks bar to approve the tax notice for printing when you are ready.
Close Tax Manager to return to the Tax Notices page.
Select the tax notices you have approved for printing and select PRINT > Detailed notice from the Tasks bar to print the detailed tax notices, or PRINT > Summarised notice to print a summary notices.

You will need to print on the IRD pre-printed stationery. If you want to print on blank paper, save your tax notice as a pdf file and then print the pdf file.
When you have sent the tax notices to the client, select TAX NOTICES > Mark as sent from the Tasks bar so you know you have sent the tax notices. 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.

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Tax NZ

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