Refreshing the IRD data download You can refresh the IRD data for an individual client or for all your clients.
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title | To refresh the IRD data for an individual client |
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| Click Tax on On the toolbar, click Tax.
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The Tax - Client Search page
| opensappears. Click the IRD Number for the client you are interested in.
| opens showing appears displaying the Summary page for the selected client.
| Click On the TASKS bar, click Client IRD data refresh
| in the Tasks bar The IRD data for this client is retrieved from the IRD and updated in your database.
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title | To refresh the IRD data for all your clients |
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| Select IRD Data drop-down menu on the Tax button in the toolbar Tax drop-down list, select IRD Data. The IRD Data page
| opensClick On the TASKS bar, click Bulk refresh
| in the Tasks bar The IRD data for all your clients is retrieved from the IRD and updated in your database.
| Related topicsWorking 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 |