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Viewing alerts that apply to clients

The Alerts page provides a list of all clients that have alerts. It displays clients in present, past, and future years. If a client has more than one alert (either in the same year or different years), the client will be shown multiple times, with each row showing one alert.

To identify clients with active alerts in the tax notices view, see Viewing and resolving alerts.

The information displayed in this view includes:

  • Agency

  • Client Code (clicking this link displays the Client tax tab)

  • Return Name (clicking this link displays the return for the client)

  • IRD Number (clicking this link displays the Summary view)

  • Year

  • Return Type

  • Balance Month

  • Partner

  • Manager

  • Contact Type

  • Status

  • Ratio method.

These columns can be displayed or hidden by using the Field Chooser.

To open the Alerts page

On the toolbar, from the Tax drop-down list, and selecting Alerts. It may take several seconds for the grid to populate with alerts. You may see a progress bar while the alerts are being compiled.

The default columns displayed are Client Code, Return Name, IRD Number, Year, Tax Type, and Alert Type. Any changes to the order or display of the columns will be saved.

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