Updating the status of tax notices

As you are preparing tax notices, you can use the Tax Notices page to update and track their status. This is useful when you want to update the status of more than one tax notice at a time.

Before you can update a tax notice, you need to select it. You can:

• select one or more tax notices by clicking the checkbox at the start of each relevant row. Selected rows will show a tick in the checkbox.

• select all tax notices displayed in the list by clicking the checkbox in the heading row. All rows will show a tick in the checkbox.

To approve the selected tax notices

1. Click Approve in the Tasks bar.

You can only approve tax notices with a status of Draft, In progress or Follow up. If you select a tax notice with a different status, you will see and error message, and they will not be approved.

2. A confirmation message displays. Click Yes.

3. The selected tax notices will have a status of Approved.

To mark the selected tax notices as sent

1. Click Mark as sent in the Tasks bar.

You can only mark approved tax notices as sent. If you select a tax notice with a different status, you will see and error message, and they will not be approved.

2. A confirmation message displays. Click Yes.

If any of the selected tax notices have not been printed and you want to print them, click No to cancel marking them as sent. You can then print the tax notices before marking them as sent.

3. The selected tax notices will have a status of Sent.

To mark the selected tax notices for follow up

1. Click Follow up in the Tasks bar.

2. A confirmation message displays. Click Yes.

You can only mark tax notices for follow up if they have a status of Draft or In progress. If any of the selected tax notices have a with a different status, you will see a warning message and their status will not be updated.

3. The selected tax notices will show a status of Follow up.

To mark the selected tax notices as not required

1. Click Not required in the Tasks bar.

2. A confirmation message displays. Click Yes.

You can only mark tax notices as not required if they have a status of Draft or In progress. If any of the selected tax notices have a with a different status, you will see a warning message and their status will not be updated.

3. The selected tax notices will have a status of Not required.

Related topics

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

Previewing and Printing tax notices in a batch

Preparing a printed list of payments due

Preparing a tax notice for a client