How to Use Filters in the Client’s Tab to Manage Tax Liabilities in Remindoo

Explains Key Steps to Use Filters in the Client’s Tab to Manage Tax Liabilities in Remindoo

1. Access Client Profile 0:00

• Click on the ‘client’ option.
• Navigate to the specific client’s profile.

2. Locate Tax Liabilities 0:14

• On the right-hand side of the screen, find the ‘services’ section.
• Click on the button to view tax liabilities.

3. Review Tax Data 0:22

• The system will load and display all relevant tax data for the client.
• Information includes:
  • Submission dates
  • Payment due dates
  • Amounts owed
• Data is organized by year.

4. Scroll for Detailed Information 0:32

• Use the scroll feature to navigate through the data.
• Check the total tax liability for each year at the bottom of the screen.

5. Conclusion 0:44

• This process allows you to effectively view and manage tax liabilities for a specific company.
• Thank you for watching!