Marking a tax notice as sent

When you have printed and sent the tax notice to the client, you can mark it as sent so you know that it has been sent to the client. When the client makes the payment to the IRD, the payment will show on the IRD data download and can be reconciled against the payment due in Tax Manager. If you email the tax notice directly to the client, it will be marked as sent when the email is 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.

To mark the tax notice as sent

Go to the Tax notice details view and, on the TASKS bar, click Mark as sent. A confirmation message appears.
Click Yes. The selected tax notices have a status of Sent.