On some occasions, you may find a client is missing from the 901 Console Tax List that you are working on. These are some common issues and things to look out for:
Check the setting and filters across the top of the screen, look out for any that show in Red, as this means a filter is in place. Try clearing any of these filters, to see if the client is then displayed.
Check the value filter is set as required, or set this to "Show All" rather than "Show due amounts" or "Show zero".
A filter on Tax Types is also displayed at the bottom of the screen. You can click the button "Edit Filter" on the bottom right of the screen to view or edit this filter.
If a client is not displaying correctly, try deleting that record and then click on "New List".
Check that the "Grid search" is empty and doesn't contain any random characters or symbols. Click the "Clear" button to ensure nothing is selected here.
Check the missing client in Central Console for a value in the "Termination Date" field. Closed clients are not displayed in 901 Console.
Check Central Console for the client and ensure the "Tax Agent" field is populated correctly.
If the client is displaying in the wrong "Partner" or "Manager" list, they may have been added to the current 901 List prior to the Partner/Manager field being updated.
Delete the client in 901 and click on New List to bring them through again with the correct details.
Add useful Columns to the console (via Column Chooser), e.g. Partner, Manager, Date Created.
'Date Created' is useful and if an old date is shown, it's best to run a new list.
Add Additional Columns:
Right-click on any column heading.
A drop-down box is displayed. Click on Column Chooser.
The list of available columns is displayed, select Date Created.
Click and drag the Date Created field to the Column heading line, and drop where you want it positioned.
Arrows will display where you are allowed to drop the column, which is only in the "User Defined Section" running between these two solid vertical lines.