Breadcrumbs

Opening tax notices, tax returns and client tax details

The Tax Notice page provides an easy way for you to open the tax notice, tax return and tax details for a client.

To open the Tax Notice in Tax Manager for a tax client

Choose one of the following:

  • Double-click the row containing the required client.

  • Click the IRD Number for the required client.

  • On the TASKS bar, select the required client and click Tax Manager.

Tax Manager opens and displays the selected Tax notice details.

To open Return preparation for a tax client

You can either:

  • Click the Return Name for the required client, or

  • On the TASKS bar, select the required client and click Return preparation.

To open the Client page Tax tab for a tax client

Click the Client Code for the required client.