Just these help pages, not phone support or the product itself
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When you come aboard for the first time, you'll receive the message: We've downloaded IRD data for (X) clients. Do you want to create their tax notices?
When you click Create now, all provisional tax notices and terminal tax notices will be created for all tax clients, once their IR data is downloaded.
We only create tax notices for tax clients. If you can't find a tax notice for your client, check that they're a Tax client in their Compliance settings.
If you've changed the GST taxable period, Balance date or Extension in your client's Compliance settings after their tax notice has been created, please contact support to have these values updated in the tax notice.
To update the status of a tax notice to Not required
If a tax notice isn't required for this client, click the Mark as Not required button at the top of the page, so you don't get a reminder to send the tax notice.