Adding transactions for a client

https://help.myob.com/wiki/x/8yuEAQ

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You can add transactions to the client’s tax ledger on the Tax Manager Transactions view.

If you need to add a transaction to your client’s ledger that matches an IRD transaction, you can add it on the Reconciliation view. See Adding a transaction that matches an IRD transaction.

Open Tax Manager Transactions view for the relevant client. See Viewing a client’s tax ledger transactions.
If you want to enter transactions for a different year, click on the year to open a drop-down list, and select the required year.
Select the Tax Type for the transaction you are adding.
On the TASKS bar, go to Transactions > Add item. The Add Item window appears and the Date defaults to the current date.
If required, enter a new date.
Select the payment Type from the drop-down list.

The amount entered will be stored automatically as a

Dr

or

Cr

based on the transaction type you selected as defined in the following table:

Payment Type	Dr/Cr	Payment Type	Dr/Cr
Additional Tax	Dr	Refund	Dr
Assessment	Dr	Repayment Obligation	Dr
Early Payment Discount	Cr	Transfer	Dr
Late Filing Penalty	Dr	Under Estimation Penalty	Dr
Late Payment Penalty	Dr	Use of Money Interest	Dr
Payment	Cr	Write Off	Cr
Penalty	Dr	Adjustment	Dr
Rebate Entitlement	Cr

If you are entering a Transfer, the Transfer Details fields are activated and Post reciprocal entry is selected.

If the other client involved in the transfer is a tax client defined in your database:

If the other client involved in the transfer is not a tax client in your database, clear the

Post reciprocal entry

Expected — indicating that the transaction has not been confirmed with the IRD, OR
Confirmed — indicating that the transaction has been confirmed with the IRD.