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Refreshing the IRD data download

You can refresh the IRD data for an individual client or for all your clients.

 

UI Expand
titleTo refresh the IRD data for an individual client
Click Tax on
  1. On the toolbar, click Tax.

  1. The Tax - Client Search page

opens
  1. appears.

  2. Click the IRD Number for the client you are interested in.

  1. The Tax Manager window

opens showing
  1. appears displaying the Summary page for the selected client.

Click
  1. On the TASKS bar, click Client IRD data refresh

in the Tasks bar
  1. .

  1. The IRD data for this client is retrieved from the IRD and updated in your database.

UI Expand
titleTo refresh the IRD data for all your clients
Select IRD Data
  1. In the toolbar, from the

drop-down menu on the Tax button in the toolbar
  1. Tax drop-down list, select IRD Data. The IRD Data page

opens
  1. appears.

Click
  1. On the TASKS bar, click Bulk refresh

in the Tasks bar
  1. .

  1. The IRD data for all your clients is retrieved from the IRD and updated in your database.

Related topics

Working with IRD Data downloads

Using the IRD Data page

Scheduling the IRD data download

Viewing the IRD transactions for a client

Viewing the IRD download history

 

 

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titleRelated topics
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Working with IRD Data downloads

Using the IRD Data page

Scheduling the IRD data download

Viewing the IRD transactions for a client

Viewing the IRD download history