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

To open a drop-down list of available months, click Due Date.
Select the appropriate month from the list.
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

To include payments with a nil amount in the list, select the Include nil notices checkbox.
To hide payments with a nil amount, clear the Include nil notices checkbox.

To show or hide student loan obligations

To include payments related to student loans in the list, select the Include student loan obligations checkbox.
To hide payments related to student loans, clear the Include student loan obligations checkbox.

You can also:

For more information on changing the way the information is displayed, see Organising your data.