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