| Adding a transaction that matches an IRD transaction You can quickly add a transaction to the client’s tax ledger to match and auto reconcile an IRD transaction on the Tax Manager Reconciliation view.
| UI Text Box |
|---|
| If you want to add a transaction to your client’s tax ledger that doesn’t match an existing IRD transaction, you can add it on the Transactions view. |
Refer to | UI Expand |
|---|
| expanded | true |
|---|
| title | To add a transaction on the Reconciliation view |
|---|
| - Open Tax Manager Reconciliation view for the relevant client.
|
are 're adding. Click on the IRD transaction you want to match. | UI Text Box |
|---|
| When you click on a transaction, it becomes highlighted by a blue background and a triangle appears in the far left blue column. This means that the transaction has been selected for action. |
|
Click - On the TASKS bar, go to Reconciliation > Add selected item
|
on the Tasks bar- The transaction is added to the client’s tax ledger and auto reconciled with the IRD transaction.
|
Related topicsReconciling transactions for a selected client Separating incorrectly reconciled transactions for a selected client Viewing the tax position summary for a client Viewing a client’s tax ledger transactions Viewing the IRD transactions for a client Managing Tax Notices using the Tax Notice page Working with Agencies Editing transactions for a client | 
Yes
No
Thanks for your feedback.