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. |
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. |