The Summary view displays when the Tax Manager opens. This view provides an overall summary of a client’s tax position to assist you in managing their tax. The screen shows summaries for the selected year and includes:
alerts and notifications
return status and summary amounts
provisional tax details
use of money
losses and imputation credits to be carried forward
assessments for terminal and provisional tax and their status
summary of the provisional payment instalment amounts
summary of the terminal payment amounts.
Any provisional or terminal payments that have not been made by the due date (i.e. missed payments) will be displayed as red text.
On the toolbar, click 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.
To display a different year, click on the year to open a drop-down list and select a different year. The information displayed will be refreshed to show entries for the selected year.
To sort the assessments:
Click any of the column headings.
Click the heading again to sort the assessments in reverse order.
- Right click on an assessment to:
manually update the status flag
When you attempt to accept a terminal Income Tax assessment, if there is a variance in the figures, the Assessment details will be displayed so you can reconcile your figures against the IRD assessment. You will not be able to accept an assessment until the variances are removed.
manually add or update a comment
view the details of accepted Terminal Income Tax assessments.
Click on the relevant Confirmed checkbox to confirm the amount of losses or imputation credits to be carried forward.
When an IRD assessment is received, the Status flag is used to show the result of a comparison between the IRD assessment and the information stored in Tax Manager. The following statuses are used: