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Deferring transactions

You can defer IRD transactions on the Tax Manager IRD statement view or Reconciliation view.

You can defer IRD transactions for a week, a month or indefinitely. Deferred transactions will not be included in your reporting.

Transactions that are deferred until a specified date, will be undeferred automatically on that date. Transactions that are deferred indefinitely will remain deferred until you manually undefer them.

You cannot defer transactions that have been reconciled.

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(AO) This is the equivalent of Ignore in AO Classic Account Lookup.

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titleTo defer a transaction
  1. Open Tax Manager IRD statement view or Reconciliation view for the relevant client.
  1. See Viewing the IRD transactions for a client
 or
  1. or Viewing the reconciliation of transactions for a client.
Select
  1. Either:

    • select the transaction you want to defer

.
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    • to select multiple transactions

by checking
    • , select the checkbox for each transaction you

are
    • 're selecting.

Click
  1. To defer the selected transactions, click Defer 1 week, Defer 1 month, or Defer indefinitely
 to defer the selected transactions
  1. .
  1. The date
that
  1. the
transactions are deferred until is displayed in the Deferred column.
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  1. transaction is deferred
until
  1. to is calculated from the time you click the Defer action
.

Related topics

Undeferring transactions

Viewing the IRD transactions for a client
  1. , and the date that the transactions are deferred to is displayed in the Deferred column.  
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titleRelated topics
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Undeferring transactions

Viewing the IRD transactions for a client