Overview

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

Deleting transactions for a client

You can delete transactions from the client’s tax ledger on the Tax Manager Transactions view or Reconciliation view. The following restrictions apply when deleting transactions:

You cannot delete:
When deleting a transfer, the reciprocal entries are also deleted.

UI Expand

expanded	true
title	To delete a transaction

Open Tax Manager Transactions view or Reconciliation view for the relevant client.

See Viewing a client’s tax ledger transactions

or

or Viewing the reconciliation of transactions for a client.
If you want to delete transactions for a different year, click on the year to open a drop-down list, and select the required year.

Adjust the Tax Type and Show filters to

To display the transactions you are interested in, adjust the Tax Type and Show filters.

Click on the transaction you want to delete.

UI Text Box

type	tip

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 Delete item on

On the Tasks bar, click Delete item.

A message appears asking you for confirmation.
Click Yes to delete the transaction.

The transaction is deleted.

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Reconciling 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

Adding a transaction that matches an IRD transaction

Deferring transactions

Undeferring transactions

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Page tree

Versions Compared

Old Version 1

New Version 2

Key

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?

Overview

Working with Tax Manager

Managing Tax Notices using the Tax Notice page

Other topics