Version	Date	Changed By
CURRENT (v. 12)	Mar 06, 2019 15:04	MathangiS
v. 11	Mar 06, 2019 15:03	MathangiS
v. 10	Mar 06, 2019 14:55	MathangiS
v. 9	Mar 06, 2019 14:55	MathangiS
v. 8	Mar 06, 2019 14:54	MathangiS
v. 7	Mar 06, 2019 14:54	MathangiS
v. 6	Feb 10, 2019 15:57	LouiseB
v. 5	Apr 27, 2018 07:09	KimP
v. 4	Apr 27, 2018 07:09	KimP
v. 3	Mar 07, 2018 14:22	MartinW
v. 2	Mar 06, 2018 16:30	MartinW
v. 1	Oct 24, 2017 06:53	Suchi Govindarajan

Was this information helpful?

Yes

Why not?

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

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

Page tree