Just these help pages, not phone support or the product itself
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As you are preparing tax notices, you can use the Tax Notices page to update and track their status. This is useful when you want to update the status of more than one tax notice at a time.
Before you can update a tax notice, you need to select it. You can:
select one or more tax notices by selecting the checkbox at the start of each relevant row. Selected rows will display a tick in the checkbox.
select all tax notices displayed in the list by selecting the checkbox in the heading row. All rows will display a tick in the checkbox.
Approve tax notices
You can only approve tax notices with a status of Draft, In progress or Follow up. If you select a tax notice with a different status, you will see and error message, and they will not be approved.
On the TASKS bar, click Approve. A confirmation message displays.
Click Yes. The selected tax notices have a status of Approved.
Mark tax notices as sent
You can only mark approved tax notices as sent. If you select a tax notice with a different status, you will see and error message, and they will not be approved.
You might want to print the tax notices before marking them as sent.
On the TASKS bar, click Mark as sent. A confirmation message displays.
If any of the selected tax notices have not been printed and you want to print them:
Click No to cancel marking them as sent.
Print the tax notices and clickMark as sent.
Click Yes. The selected tax notices have a status of Sent. If you email the tax notice directly to the client, it will be marked as sent when the email is sent.
Mark tax notices for follow up
You can only mark tax notices for follow up if they have a status of Draft or In progress. If any of the selected tax notices have a with a different status, you will see a warning message and their status will not be updated.
On the TASKS bar, click Follow up. A confirmation message is displayed.
Click Yes. The selected tax notices have a status of Follow up.
Mark tax notices as not required
You can only mark tax notices as not required if they have a status of Draft or In progress. If any of the selected tax notices have a with a different status, you will see a warning message and their status will not be updated.