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Working with Tax Manager

Tax Manager opens on a client by client basis. A new window opens for each client, and you can have multiple Tax Manager windows open at any point in time.

Tax Manager:

  • provides real time access to the information you need to manage your client’s tax position

  • checks your data and automatically alerts you if it finds any issues that you need to know about

  • processes IRD assessments automatically and identifies any variances in the figures for you to investigate

  • provides up to date filing statistics

  • streamlined tax notice processing.


To open Tax Manager

There are a number of ways to open Tax Manager:

  • On the Tax - Client Search page TASKS bar, Select the required client and click Tax Manager.

  • On the Tax - Client Search page, click the IRD Number for the required client.

  • On the client page Tax tab TASKS bar, click Tax Manager.

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