If you produce an Overseas Tax Certificate for your Landlords as part of your end of year NRLY report process, each Landlords certificate is saved in their corresponding History Log.
Should a Landlord misplace their Overseas Tax Certificate, it can be re-sent from the History Log.
To re-send an Overseas Tax Certificate:
- Double click Landlords from the side menu
- Search for the relevant Landlord using Search Text by Name, Code or Status
- Alternatively, find the Landlord using Additional Options from the dropdown menu
- If searching for an archived record in Only Search Listable Records, select No
- Or select a Branch if multi branch is set up on your CFPwinMan
- Select the Landlord
- On the toolbar, click the book, Open the History Log, icon
- In the Event column, locate the Overseas Tax Certificate
- Right click Send Email. The email will open in Outlook
For more information on How do I set up CFPwinMan to send emails, click here
If you would like to know more about the overseas Landlord process, click here for more information on Non-Resident Landlords - NRL - Overseas Tax.