The Tax notice details view displays the tax notice for the selected client and tax year. The information displayed on the Tax notice details view includes the following:
Due Date for the tax notice
practice member who has been Assigned to this client
Tax notice status, which will be one of:
Draft
In progress
Not required
Follow up
Superseded
Approved
Sent
Payment type
Balance month
GST, displaying whether the client is registered for GST or not
Basis, displaying the basis year for the calculated tax notice amount
Alerts and Notifications, displaying any warnings or information relevant for the tax notice
Comments, a text box where you can enter comments, simply click in the box and type
Details of the amounts included in the tax notice. You can include or exclude the student loan obligations by selecting the checkbox.
To view the Tax notice details from the Find Tax Clients page
On the toolbar, select Tax. The Tax - Client Search page appears.
Click the IRD Number for the client you are interested in. The Tax Manager window appears displaying the Summary page for the selected client.
On the TASKS bar, click Tax notice details. The Tax notice details view for the current year appears.
To view the Tax notice details from the Tax Notices page
From the Tax button drop-down list on the toolbar, select Tax Notices. The Tax Notices page appears.
Select a Due Date.
Click Search. The table of clients with a tax payment due in the selected month appears.
Click the IRD Number for the client you are interested in. The Tax Manager window appears displaying the Tax notice details page for the selected client.
To change the tax information displayed
To selecting a different date, click on the Due date to open a drop-down list of available dates, and select a date. The information displayed is refreshed to show the tax notice details for the selected date.
To include the student loan obligations in the tax notice, select the Include Student Loan obligations checkbox. Clear the checkbox to exclude the obligations.
