Opening Tax Manager

Accountants Enterprise only

Tax Manager opens on a client by client basis. A new window opens for each client, and you can have multiple Tax Manager windows open at any point in time.

Tax Manager:

provides real time access to the information you need to manage your client’s tax position
checks your data and automatically alerts you if it finds any issues that you need to know about
processes assessments automatically
provides up to date filing statistics
streamlined tax notice processing.

There are a number of ways to open Tax Manager.

To open tax manager

Click the IRD Number for the required client on any of the tax list pages.
Select the required client, go to any of the tax list pages and, on the TASKS bar, click Tax manager.
Go to the Client page Tax tab and, on the TASKS bar, click Tax manager.