PS Help: Tax Manager NZ
Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

https://help.myob.com/wiki/x/5SuEAQ


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

Viewing the reconciliation of transactions for a client

The Reconciliation view displays the reconciliation of your transactions and the IRD transactions for the selected client and tax year.

Assessments are reconciled on the Summary view.

The information displayed on the Reconciliation 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 known by MYOB or IRD

  • Balance

  • Status

  • Comment.

To view the reconciliation

  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 Reconciliation on the Tasks bar. The Reconciliation view for the current year opens.

Changing the information displayed

You can change the information displayed on the Reconciliation 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.

  • 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

Reconciling transactions for a selected client

Separating incorrectly reconciled transactions for a selected client

Viewing the tax position summary for a client

Viewing a client’s tax ledger transactions

Viewing the IRD transactions for a client

Working with Agencies
Related topics
practiceSolutionsHelp
Accountants and Partners
Tax Manager
AE Tax Manager (NZ)
New Zealand

Was this information helpful?

Yes
No

Why not?



That's no good. Try searching the help again. Or maybe the community forum can help answer your question.

Sorry to hear that. Maybe our community forum can help.

How would you improve this page?

Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

Thanks for your feedback.

Thanks! Anything you'd like to add?

We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

  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.