Finding tax clients that have a payment due

The Tax Notice page provides the following functions to help you analyse the payments due and determine what tax notices you need to send.

To display all the clients with payments due in a selected month

1. Click on Due Date to open a drop-down list of available months.

2. Select the appropriate month from the list.

3. Click Search. The list of tax clients refreshes to show tax clients with payments due in the selected month.

To show or hide nil notices

1. Click the Include nil notices checkbox to either:

• Tick it to include payments with a nil amount in the list

• Untick it to hide payments with a nil amount.

To show or hide student loan obligations

1. Click the Include student loan obligations checkbox to either:

• Tick it to include payments related to student loans in the list

• Untick it to hide payments related to student loans.

To change the way the information is displayed

You can:

• sort, group and filter the information in the table

• add, remove, reorder or resize the columns.

See Organising your data for more information.

Related topics

Managing Tax Notices using the Tax Notice page

Opening tax notices, tax returns and client tax details

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