Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

Marking a Tax Notice for follow up

If you need to follow up on a tax notice for any reason, you can mark it for follow up.

You can use the filter or grouping to quickly find all the tax notices you need to follow up using the Tax notices page and the Status field.

To mark the tax notice for follow up

On the Tax notice details view:

  1. Click Follow up in the Tasks bar.


  2. A confirmation message displays.
  3. 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.


The tax notice will show a status of Follow up.

Related topics

Approving a Tax Notice

Previewing and printing a tax notice

Marking a Tax Notice as sent

Marking a Tax Notice as not required

Viewing Tax Notice variances

Related topics