PS Help: Tax Manager NZ
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Preparing a printed list of payments due

You can prepare and print a list of payments due using the Tax Notices page and either:

  • export the displayed list to Excel so you can use the information to prepare reports

OR

  • print the list of payments in a tabular format.

The information shown on the Tax Notices page will be exported or printed as displayed. You can change this before you export or print to:

  • sort, group and filter the information in the table

  • add, remove, reorder or resize the columns.

See Organising your data for more information.

To export the list of payments shown on the Tax Notices page

  1. Click Tasks_bar_export_to_excel.png.


The information shown in the table is exported to a spreadsheet in a new window. You can use Microsoft Excel to format the data as required.

To print the list of payments shown on the Tax Notices page

  1. Click Tasks_bar_print.png. The Print - Tax Notices screen opens.

  2. If you want to change the default heading, type a heading for the page in the Page Heading Centre field. This will print in the centre at the top of your printout.

  3. If you want to change the other default header or footer information, click Options and enter the appropriate information.

  4. Click Print to print the list on your printer.

  5. If you prefer to view a copy of your printout before you print:

  1. Click Preview. A preview of your printout opens in a new window.

  2. When you are ready to print, click PrinterIcon.png.

Related topics

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

Preparing a tax notice for a client
Related topics
practiceSolutionsHelp
Accountants and Partners
Tax Manager
AE Tax Manager (NZ)
New Zealand

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  Overview

  Working with Tax Manager

  Managing Tax Notices using the Tax Notice page

  Other topics

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.