PS Help: Tax Manager NZ
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Marking a Tax Notice as sent

When you have printed and sent the tax notice to the client, you can mark it as sent so you know that it has been sent to the client. When the client makes the payment to the IRD, the payment will show on the IRD data download and can be reconciled against the payment due in Tax Manager.

If you email the tax notice directly to the client, it will be marked as sent when the email is sent.

To mark the tax notice as sent

On the Tax notice details view:

  1. Click Mark as sent in the Tasks bar.

    2. 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.


    A confirmation message displays.

  2. 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.


The selected tax notices will have a status of Sent.

Related topics

Approving a Tax Notice

Previewing and printing a tax notice

Marking a Tax Notice for follow up

Marking a Tax Notice as not required

Viewing Tax Notice variances
Related topics
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AE Tax Manager (NZ)
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  Overview

  Working with Tax Manager

  Managing Tax Notices using the Tax Notice page

  Other topics

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.