Tax notice merge fields

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.

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.