PS Help: Tax Manager NZ
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https://help.myob.com/wiki/x/tyuEAQ


 

 

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MYOB AE/AO allows you to schedule automatic IRD data downloads. This ensures you have up to date information.

You can select to run the downloads:

  • at any time between 01:00 and 21:00

  • every day, each weekday (Monday to Friday) or once a week on a specific day.

The IRD Download Schedule option in the Maintenance Map allows you to schedule automatic IRD data downloads and specify when you want them to occur.

The IRD Data Downloads Schedule window displays the details of the schedule, which includes:

  • the details of the MYOB AE/AO database, i.e., server name and database name

  • whether the automatic downloads are scheduled

    By default, the downloads are not scheduled automatically.

  • the time and days the downloads will occur.

To schedule IRD data downloads

  1. Go to Maintenance > Maintenance Map.

  2. On the TASKS bar, click Tax.

  3. Click IRD Download Schedule. The IRD Data Downloads Schedule window appears.

  4. If you want to turn on the downloads, select the Perform scheduled IRD data downloads checkbox.

    If the checkbox is selected, the downloads are scheduled and will occur at the set time on the selected days.

  5. If you want to turn off the downloads, clear the checkbox.
  6. Select the Start time for the downloads. The downloads must be scheduled to run between 01:00 and 21:00.

  7. From the Run every drop-down list, select which days you want the download to run. You can choose from:

    • Day — run every day

    • Weekday — run every weekday, Monday to Friday

    • Monday — run once a week on Monday

    • Tuesday — run once a week on Tuesday

    • Wednesday — run once a week on Wednesday

    • Thursday — run once a week on Thursday

    • Friday — run once a week on Friday.

  8. Click Schedule. The downloads are scheduled. If the scheduled times are outside the allowed hours, an error message appears.

  9. If you see the error, correct the error and click OK.

  10. To ensure that the changes take effect, restart MYOB AE/AO.

 
Related topics

Working with IRD data downloads

Using the IRD data page

Refreshing the IRD data download

Viewing the IRD transactions for a client

Viewing the IRD download history

practiceSolutionsHelp
Accountants and Partners
Tax Manager
AE Tax Manager (NZ)
New Zealand

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  Overview

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  Managing Tax Notices using the Tax Notice page

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This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.