PS Help: Tax Manager NZ
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Separating incorrectly reconciled transactions for a selected client

You can reverse the reconciliation of transactions on the Tax Manager Reconciliation view.

To unreconcile transactions

  1. Open Tax Manager Reconciliation view for the relevant client.


    2. See Viewing the reconciliation of transactions for a client.

  2. If you want to unreconcile transactions for a different year, click on the year to open a drop-down list and select the required year.

  3. Adjust the Tax Type and Show filters to display the transactions you are interested in.

  4. Click the checkbox for the relevant reconciled transaction.

  5. Click Unreconcile on the Tasks bar.


The reconciliation is reversed and the transactions are shown as separate entries in the ledger.

Related topics

Reconciling 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

Managing Tax Notices using the Tax Notice page

Working with Agencies
Related topics
practiceSolutionsHelp
Accountants and Partners
Tax Manager
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

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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.