06 March 2023
Did you know you can view additional information provided for your clients? For example:
- intention to use tax pooling
- excess imputation credits to carry forward
- losses to carry forward
- ICA closing balances (for companies)
- extension of time (EOT) status.
Follow these steps
Access your client > Income tax, select More… > under the heading Reports, select Additional period details > select relevant period
Note: We have recently fixed an issue where users with read only access were unable to view this information.
Last updated: 06 Mar 2023