Getting started with Tax Manager
Accountants Enterprise only
Tax Manager provides you an interactive way to manage your client’s tax information on the screen. The main screens and functions you will use in Tax Manager are:
Find Tax Clients page
his page lists all your tax clients in a table. You can sort, group, filter and search the list of clients to find clients you are interested in. This replaces the traditional reporting functions on AE Tax.
Client page Tax tab
This tab allows you to view and set each client’s tax details and settings.
Tax Manager window
his window opens to show you the tax details for a client. There are several views and tools you can you can use:
Tax Notices page
This page lists all tax notices for all tax clients for a selected month. You can then process your tax notices from this page, for example you can:
Filing Statistics page
This page helps you monitor the filing statistics for your practice.
Missed Payments page
This page provides a list of all the clients in your practice who have missed their payments within a specified date range.
IRD Data page
This page lets you see the data that is downloaded from the IRD during your scheduled downloads. You can switch between displaying unreconciled transactions, all downloaded transactions for a particular date, or deferred transactions.
This page displays all clients in the current, last, and future years that have alerts. The list is produced by alert, so a client may appear more than once if the client has multiple alerts. Columns can be added using the field chooser, removed, or filtered, similar to other pages.