Review tax differences

Review the comparison

1. Open Reports → Tax differences.
2. Select the relevant client and period or year.
3. Review the figures, source information, and differences shown.
4. Ask the responsible professional to check any unexpected amount.

Prepare a client letter

Where the letter action is available, review the preview and client details before generating or sharing it. Use the secure letter link only for the intended recipient.

For the client

Open the letter link your office sent and read the figures and explanation. Contact the office if your details or amounts look incorrect, or if the link is unavailable.

A comparison or letter is not a filing confirmation. Keep any follow-up work with the client’s tasks or reporting workflow.