Where the transaction Description contains an IRD number, position your cursor over the description to see the name associated with the IRD number.

1. On the toolbar, click Tax. The Tax - Client Search page appears.

2. Click the IRD Number for the client you're interested in. The Tax Manager window appears displaying the Summary page for the selected client.

3. On the TASKS bar, click Transactions. The Transaction view for the current year appears.

• Click on the year to To open a drop-down list and select a different year, click on the year. The information displayed will be refreshed to show entries for the selected year.

• Click the To show entries for the selected tax type, select the different radio buttons in the Tax Types box to show entries for the selected tax type. Only relevant tax types for the selected client are available for selection.

  If the account for a particular tax type is unreconciled, an investigate icon , is displayed next to the tax type.

• If you see the investigate icon , to display the variance details, hover your cursor over the icon to display the variance details.

• Select To show entries for the selected statuses, select one or more checkboxes in the Show box to show entries for the selected statuses. Only relevant statuses for the selected client are available for selection. The following rules apply:

  • By default, Confirmed and Expected transactions are shown.

  • Confirmed transactions are always shown and this option cannot be deselected.

  • If you select Notice printed, Expected transactions are also selected and cannot be deselected.

• Click the column heading to To sort the entries by that column, click the column heading. Click the column heading a second time to reverse the order of the sort.