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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.

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