Opening tax notices, tax returns and client tax details

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

• Double-click the row containing the required client

• Click the IRD Number for the required client.

• Select the required client and click Tax Manager on the Tasks bar.

Tax Manager opens and displays the selected Tax notice details.

To open Return preparation for a tax client

• Click the Return Name for the required client

• Select the required client and click Return preparation on the Tasks bar.

To open the Client page Tax tab for a tax client

1. 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