Approving a Tax Notice

When you have reviewed the tax notice and are ready to send it, you need to approve it before you print it and send it to the client.

Once a tax notice has been approved, the:

• tax notice status will be updated to Approved

• appropriate transactions will be saved in Tax Manager and shown in the Transactions view

• employee approving the tax notice will be recorded and displayed against the tax notice

• tax notice details can be viewed and not edited without changing the status back to In progress

• tax notice will print without the draft watermark.

To approve the tax notice

On the Tax notice details view:

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 tax notice status will be updated to Approved.

Related topics

Previewing and printing a tax notice

Marking a Tax Notice as sent

Marking a Tax Notice for follow up

Marking a Tax Notice as not required

Viewing Tax Notice variances