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IRD transactions for all clients in the practice are downloaded directly from the IRD web services on a nightly basis, using the IRD login details stored in your Agency list. After the transactions are downloaded, they are automatically reconciled with matching MYOB AE/AO transactions.

The rules to auto reconcile IRD data are preconfigured and cannot be changed in MYOB AE/AO. The variances accepted by the auto reconciliation are:

The IRD Data page provides a quick way to review the transactions downloaded from the IRD for your practice. There are three display views:

• Unreconciled view

  This view displays a list of all client that have IRD transactions that were unable to be reconciled with MYOB AE/AO transactions.

• Batch Review view

  This view displays all the transactions which were imported into MYOB AE/AO on the date shown in the Import Date field.

• Deferred view

  This view displays all IRD transactions which have been manually deferred by you using the defer tasks in Tax Manager.

In any of these views you can:

• double-click the row containing the required client to open Tax Manager for that client

• click an IRD Number hyperlink to open Tax Manager for that client

• click a Client Code hyperlink to open their Client page Tax tab

• click a Client Name hyperlink to open Return preparation for that client

• filter the list of transactions to display only those that match the information you require

• sort the transactions displayed

• group the results so that transactions with the same information are listed together.

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