PS Help: Tax Manager NZ
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Viewing a client’s tax ledger transactions

The Transactions view displays all the credit and debit transactions for the selected client, tax type and tax year.

The information displayed on the Transactions view includes:

  • transaction Date

  • transaction Description

Where the transaction Description contains an IRD number, position your cursor over the description to see the name associated with the IRD number.

  • transaction amount as either Dr or Cr

  • Balance

  • Status

  • Comment.

To view the transactions

  1. Click Tax on the toolbar.


    2. The Tax - Client Search page opens.

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


    3. The Tax Manager window opens showing the Summary page for the selected client.

  3. Click Transactions on the Tasks bar. The Transaction view for the current year opens.

Changing the information displayed

You can change the information displayed on the Transactions view using the filters at the top of the window.

  • Click on the year to open a drop-down list and select a different year. The information displayed will be refreshed to show entries for the selected year.

  • Click the different radio buttons in the Tax Types box to show entries for the selected tax type. Only relevant tax types for the selected client are available for selection.


If the account for a particular tax type is unreconciled, an investigate icon, Status-investigate.png, is displayed next to the tax type. Hover your cursor over the icon to display the variance details.

  • Click one or more checkboxes in the Show box to show entries for the selected statuses. Only relevant statuses for the selected client are available for selection. The following rules apply:

  • By default, Confirmed and Expected transactions are shown.

  • Confirmed transactions are always shown and this option cannot be deselected.

  • If you select Notice printed, Expected transactions are also selected and cannot be deselected.

  • Click the column heading to sort the entries by that column. Click the column heading a second time to reverse the order of the sort.

Related topics

Adding transactions for a client

Editing transactions for a client

Deleting transactions for a client

Viewing the tax position summary for a client

Viewing the IRD transactions for a client

Viewing the reconciliation of transactions for a client

Working with Agencies
Related topics
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AE Tax Manager (NZ)
New Zealand

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  Overview

  Working with Tax Manager

  Managing Tax Notices using the Tax Notice page

  Other topics

Copyright © 2023 MYOB Technology Pty Ltd. All rights reserved.
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.