Overview

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These statuses can be updated using the Tax Manager Summary view.

To update the statuses

Right click on the assessment and select the required status from the pop up menu.

IRD Status

The IRD Status column

shows

displays the status

of the

as recorded with the IRD and is one of:

OK
On Hold
Balance mismatch.

Reviewing transactions

To help you review the transactions, there are a number of functions you can use.

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Using

To open the IRD Data page

Open the IRD Data page by selecting

On the toolbar, go to Tax > IRD Data

from the toolbar

.

The IRD Data page

opens

appears and displays the Unreconciled view which lists all of the clients with unreconciled transactions in a table.

The Assessment

Assessment status

On the IRD Data page, the Assessment Status column

shows

displays the result of a comparison between the IRD assessment and the information stored in Tax Manager. The following statuses are used:

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Image Added Accepted assessment — indicates that the IRD assessment agrees with Tax Manager.

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Image Added Investigate assessment — indicates that the assessments differ and you need to investigate further and reconcile the amounts.

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Image Added Checking assessment — indicates that the assessment is under currently investigation.

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Image Added Objected assessment — indicates that the IRD assessment is under dispute.

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title	To see the transactions downloaded from the IRD on a specific date

On

Go to the Unreconciled or Deferred view

:Click Batch review in the Tasks bar to open the Batch review view

.
On the TASKS bar, click Batch review. The Batch review view appears.
Enter the date of the transactions you want to view in the Import Date field. Either type the date, or select it from the drop-down calendar.

All the transactions downloaded from the IRD and imported into MYOB AE/AO on the date entered are listed in the table.

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title	To see the deferred transactions

On

Go to the Unreconciled or Batch review view

:

.

Click Deferred in

On the

Tasks bar to open the Deferred view.

TASKS bar, click Deferred. The Deferred view appears. All the IRD transactions you have marked as deferred using Tax Manager entered are listed in the table.

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title	To see the list of clients with unreconciled transactions

On

Go to the Batch Review or Deferred view

:

.

Click Unreconciled in

On the

Tasks bar to open the Unreconciled view.

TASKS bar, click Unreconciled. The Unreconciled view appears. All of the clients with unreconciled transactions are listed in the table.

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title	To sort by a column heading

Click a column heading to

To sort the list by that column in

ascending order. Click the column heading again to

ascending order, click a column heading.
To sort the list by that column in

descending order.[Ctrl + click] on

descending order, click the column heading

to

again.
To remove the sort from that column, hold Ctrl on your keyboard and click on the column heading.

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title	To group transactions by a column heading

Drag the column heading to the Group bar.

Image Added. This will group the transactions in the list by the

heading(s)

headings you

have

selected. For example, you can view the transactions by Tax Year or Tax Type. When you drag the required group heading to the Group bar, the list will be updated to reflect your selection.

You can

Optionally, to further group the items, add another group heading either before or after those already selected

to further group the items

.
To remove the groupings, drag all the grouping options from the

Group

Group bar.

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title	To filter the transactions displayed in the list

Click on a column in the Filter bar

. The Filter bar is identified by the

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Image Added in the

left most column. INSERTIMAGE

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leftmost column Image Added

Use

From the drop-down

to

list, select from the list of values in the column.

The list will now only show entries that match the value selected in the filter.
You can use wildcards when entering filters:
- To find all entries in the column beginning with D, enter d in the filter.
- To find all entries in the column containing the characters FAMILY, enter *family* in the filter.
- To find all entries ending in D, enter *d in the filter.

Click

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To remove the filter, click the clear filter icon Image Added.

To open Tax Manager for a transaction

Click the IRD Number hyperlink for the required client.

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You may receive the following message
Tax Manager is not available for year 20xx.
Only the current and the next year are available in the year drop-down list from April to September. From 1 October the year after next will also display.
For example, when 2014 is the latest tax return year, 2014 and 2015 will be the latest years displayed in the drop-down list, 2016 will be available from 1 October 2014.

To open Return preparation for a transaction

Click the Return Name hyperlink for the required client.

To open the Client page Tax tab for a transaction

Click the Client Code hyperlink for the required client.

To export the current list of tax clients to Excel

Click

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On the

Tasks bar.

TASKS bar, click Export to Excel Image Added. The list of transactions is exported to Excel and the spreadsheet opens.

To print the current list of transactions

Click

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On the TASKS bar, click print Image Added in the Tasks bar.

A Print window

opens where

appearswhere you can preview and print the transactions.

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Working with IRD Data downloads

Using the IRD Data page

Scheduling the IRD data download

Refreshing the IRD data download

Viewing the IRD transactions for a client

Viewing the IRD download history

Viewing the reconciliation of transactions for a client

Reconciling transactions for a selected client

Separating incorrectly reconciled transactions for a selected client

Adding a transaction that matches an IRD transaction

Deferring transactions

Undeferring transactions

Viewing the tax position summary for a client

About the assessment status flags

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Versions Compared

Old Version 1

New Version 2

Key

IRD Status

Reviewing transactions

Assessment status

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