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The disclaimer at the top of this section will show the date and time the report was generated in our system.The data the report is based on will usually refresh each night, so it will contain information as up to date as the day before. On occasion, the job that refreshes this data will fail, in which case the information will be more than 1 day out of date.

Client list ID

This is the reference number and name of the client list for which you've run the report for.

Account manager

This is the name of the Inland Revenue Account Manager assigned to the list, if there is one assigned.

Income tax year

This will display the financial year that all of the Income tax information section relates to. This updates each year on 1 May.