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.