Viewing the tax position summary for a client
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.