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You can now view return and payment information for clients you are subscribed to through the Intermediary Centre > My clients > Manage payments and returns. You can also see other linked relationships such as a nominated person.

You can filter by account/tax type, balances (debit or credit), payments (pending, posted, not submitted or reversed), returns (filed, not filed, pending or required) and periods (all, current period or previous period).

All web logons can view this information based on client list security settings and subscriptions. There are restrictions for access to the account based on account permissions e.g. those with read only access cannot file returns from here.
Last updated: 31 Oct 2022
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