Accountants Enterprise only
Your client’s tax settings are defined on the Client page Tax tab. You can open this tab from:
selecting a client and clicking Client tax details from the Tasks bar on most of the Tax Manager screens
clicking on the Client Code for the required client in any of the Tax Manager list screens
clicking the Tax tab on any of the other Client page tabs.
On this tab you can view and set the client’s:
GST details — including GST taxable period, Last month of GST period, Ratio method percentage
entity details — including Non-resident company, Maori authority, Organisation type and Return type
other details — including written authority permission, the first year you prepared the tax return for this client
yearly tax details — including whether the return is required, extension of time, whether client has been issued an L letter or D letter by the IRD.