Client list reports

Understanding the Client list report will help you get the most out of it.

Find out detailed information about each section of the report.

Pages in this section

Header information Information about the client list and account manager (if there is one).
Client information An overview of a client's details, including their IRD number, balance date and customer type.
Links Information about the links you have with a client.
Client compliance Information about a client's overdue account balances and returns.
Income tax information Detailed information about a client's income tax obligations.
Account registrations Information on a client's other account registrations (such as GST, FBT and Working for Families) if you're linked to those accounts.

Ngā pūrongo rārangi kiritaki Client list reports