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Marking a tax notice for follow up

If you need to follow up on a tax notice for any reason, you can mark it for follow up.

You can use the filter or grouping to quickly find all the tax notices you need to follow up using the Tax notices page and the Status field.

You can only mark tax notices for follow up if they have a status of Draft or In progress. If any of the selected tax notices have a with a different status, you will see a warning message and their status will not be updated.

To mark the tax notice for follow up
  1. Go to the Tax notice details view and, on the TASKS bar, click Follow up on the tax notice. A confirmation message appears.
  2. Click Yes. The tax notice has a status of Follow up.

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