Managing Tax Notices using the Tax Notice page

The Tax Notices page provides a quick way to:

• manage your tax notices

• find all the tax clients in your database with tax payments due in a selected month

• open and review the details for a client’s tax notice

• update the status of one or more selected tax notices

• preview and print one or more selected tax notices

• email tax notices to your clients.

You can customise the information displayed on the Tax Notices page by adding, removing or rearranging the columns. See Customising a display table for full details.

Opening the Tax Notice page

Open the Tax Notices page by selecting Tax Notices from the drop-down menu on the Tax button in the toolbar.

By default, the Tax Notices page does not show any information until you:

1. Select a Due Date.

2. Click Search.

Related topics

Finding tax clients that have a payment due

Opening tax notices, tax returns and client tax details

Updating the status of tax notices

Previewing and Printing tax notices in a batch

Preparing a printed list of payments due

Preparing a tax notice for a client

Customising a display table

Tax notice merge fields