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CloudTax | How do I filter my Taxpayer list by missing Year-Ends?

Published:  25/07/2017
How do I filter my Taxpayer list by missing Year-Ends?


Follow the guidelines below to update individual or multiple taxpayer year ends in CloudTax


1.    Within the Practice Admin menu, select Taxpayer List

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2.    Select your Taxpayer Type (Corporate, Individual or Trust)

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3.    Select “With Missing Year Ends” in the Show Taxpayers filter

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4.    Select the relevant year end per taxpayer from the drop-down list

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 OR, you can follow these steps:


5.    Select the “Update Year End” from the Bulk Actions drop-down list

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6.    Select the relevant year end from the drop-down list

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 7.    Select “Apply To All Taxpayers”. This action will update all taxpayers based on the filter criteria with missing year ends. 

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This bulk process can also be actioned against selected taxpayers, by checking the relevant Taxpayer checkbox and choosing the “Apply To Selected Taxpayers” option.

8.    Taxpayer Year Ends are updated.

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