Working with Tax Manager

Tax Manager opens on a client by client basis. A new window opens for each client, and you can have multiple Tax Manager windows open at any point in time.

Tax Manager:

• provides real time access to the information you need to manage your client’s tax position

• checks your data and automatically alerts you if it finds any issues that you need to know about

• processes IRD assessments automatically and identifies any variances in the figures for you to investigate

• provides up to date filing statistics

• streamlined tax notice processing.

To open Tax Manager

There are a number of ways to open Tax Manager:

• Select the required client and click Tax Manager on the Tax - Client Search page Tasks bar.

• Click the IRD Number for the required client on the Tax - Client Search page.

• Click Tax Manager on the Client page Tax tab Tasks bar.

Related topics

Using the Find Tax Clients page

Client Page Tax tab

Viewing the tax position summary for a client

Viewing a client’s tax ledger transactions

Viewing the IRD transactions for a client

Viewing the reconciliation of transactions for a client

Using the provisional tax calculator

Working with Agencies