The following merge fields are available for the various sections of a tax notice:
Header
|
Merge field |
Description |
|---|---|
|
<<20 March 2014>> |
Current system date. |
|
<<Addressee>> |
The addressee is taken from the Main tab on the Client page. |
|
<<AgencyAddressLines>> |
The address of the agency as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<AgencyPostcode>> |
The postcode of the agency’s address as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<AgencySuburb>> |
The suburb of the agency’s address as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<AgencyTown>> |
The town of the agency’s address as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<CompanyName>> |
The name of the company as entered in Maintenance > Maintenance Map > Internal > Companies. |
|
<<Country>> |
The client’s country location is taken from the Main tab on the Client page. |
|
<<MailingName>> |
The client’s mailing name is taken from the Main tab on the Client page. |
|
<<PostalAddressLines>> |
The client’s postal address is taken from the Main tab on the Client page. |
|
<<Postcode>> |
The postcode of the client’s address is taken from the Main tab on the Client page. |
|
<<Town>> |
The client’s town is taken from the Main tab on the Client page. |
Body
|
Merge field |
Description |
|---|---|
|
<<AgencyEmailText>> |
The agency email as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<AgencyPhone>> |
The agency telephone number as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<Amount>> |
This is the amount of tax type (one for each tax type if the amount is not zero). |
|
<<Amount1>> to <<Amount9>> |
The tax notice amount lines. |
|
<<Description1>> to <<Description9>> |
The tax notice description lines. |
|
<<DueDate>> |
The due date of the tax notice. |
|
<<InstalmentDescription>> |
This is the payment type, e.g., 2nd Instalment, Terminal tax, etc. |
|
<<PartnerName>> |
The client’s partner taken from the Responsibility tab on the Client page. |
|
<<PeriodEnd>> |
The tax year end date (one for each tax type if the amount is not zero). |
|
<<Salutation>> |
The greeting for the client as entered in Main > Salutation on the Client page. |
|
<<SupportingAmount1>> to <<SupportingAmount9>> |
The tax notice supporting amount lines. |
|
<<TaxYear>> |
The tax year the notice is applicable for. |
|
<<UserPaymentAmount>> |
The defined amount entered in the Tax Notice Details window. |
|
<<UserTaxTypeCode>> |
The tax type as entered in the Tax Notice Details window. |
|
<<UserTaxTypeDescription>> |
The defined description entered in the Tax Notice Details window. |
Footer
|
Merge field |
Description |
|---|---|
|
<<AgencyPostcode>> |
The postcode of the agency’s address as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<AgencySuburb>> |
The suburb of the agency’s address as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<AgencyTown>> |
The town of the agency’s address as entered in Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<ClientFullName>> |
The name of the client is taken from the Main tab on the Client page. Entities will print PreName Main. Individuals will print Last, First Middle. |
|
<<Country>> |
The country that the client resides in is taken from the Main tab on the Client page. |
|
<<DueDate>> |
The due date of the tax notice. |
|
<<FooterAgencyAddressLines>> |
The agency address is taken from Maintenance > Maintenance Map > Tax > Maintain Agencies. |
|
<<FooterPostalAddressLines>> |
The client’s postal address is taken from the Addresses tab on the Client page. |
|
<<IRDNumber>> |
The client’s IRD number is taken from the Extra tab on the Client page. |
|
<<Postcode>> |
The postcode of the client’s address is taken from the Main tab on the Client page. |
|
<<OtherCode>> |
The code for any amounts that apart from the income tax amount (i.e., for the tax types other than the income tax type). |
|
<<OtherRemittanceAmount>> |
The amount of the non-income tax types. |
|
<<OtherYear>> |
The tax year the notice is applicable for (used for the non-income tax types). |
|
<<TaxYear>> |
The tax year the notice is applicable for. |
|
<<TotalAmount>> |
The total amount of the tax notice. |
|
<<TotalTerminalAmount>> |
The total amount of the terminal tax notice (i.e., for the income tax type only). |
|
<<Town>> |
The town of the client’s address is taken from the Main tab on the Client page. |