PS Help: Tax Manager NZ
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The Tax Notice page provides an easy way for you to open the tax notice, tax return and tax details for a client.

To open the Tax Notice in Tax Manager for a tax client

Choose one of the following:

  • Double-click the row containing the required client.

  • Click the IRD Number for the required client.

  • On the TASKS bar, select the required client and click Tax Manager.

Tax Manager opens and displays the selected Tax notice details.

To open Return preparation for a tax client

You can either:

  • Click the Return Name for the required client, or

  • On the TASKS bar, select the required client and click Return preparation.

To open the Client page Tax tab for a tax client

Click the Client Code for the required client.

 
Related topics

Managing tax notices using the Tax Notice page

Finding tax clients that have a payment due

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

practiceSolutionsHelp
Accountants and Partners
Tax Manager
AE Tax Manager (NZ)
New Zealand

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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.