Version	Date	Changed By
CURRENT (v. 14)	Jan 27, 2021 13:41	KimP
v. 13	Jan 27, 2021 13:39	KimP
v. 12	Jan 21, 2021 09:52	KimP
v. 11	Jan 21, 2021 09:52	KimP
v. 10	Jan 15, 2021 13:47	KimP
v. 9	Jan 15, 2021 13:47	KimP
v. 8	Jan 15, 2021 13:47	KimP
v. 7	Jan 15, 2021 13:46	KimP
v. 6	Jan 15, 2021 10:12	KimP
v. 5	Apr 27, 2018 11:33	KimP
v. 4	Apr 27, 2018 11:32	KimP
v. 3	Apr 27, 2018 11:32	KimP
v. 2	Mar 08, 2018 11:53	MartinW
v. 1	Oct 24, 2017 06:53	Suchi Govindarajan

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Overview

Getting started with Tax Manager
Working with tax clients
Finding and managing your tax clients
Opening Tax Manager
Preparing tax returns
Getting started with preparing tax notices
Working with IRD Data

Working with Tax Manager

Viewing the tax position summary for a client
Viewing the terminal income tax assessment details
Viewing a client's tax ledger transactions
Viewing the IRD transactions for a client
Adding transactions for a client

Managing Tax Notices using the Tax Notice page

Finding tax clients that have a payment due
Opening tax notices, tax returns and client tax details
Updating the status of tax notices
Previewing and printing tax notices in a batch
Emailing tax notices to clients
Preparing a tax notice for a client

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