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 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 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 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:
sort, group and filter the information in the table
add, remove, reorder or resize the columns.
For more information on changing the way the information is displayed, see Organising your data.