Deferring transactions

You can defer IRD transactions on the Tax Manager IRD statement view or Reconciliation view.

You can defer IRD transactions for a week, a month or indefinitely. Deferred transactions will not be included in your reporting.

Transactions that are deferred until a specified date, will be undeferred automatically on that date. Transactions that are deferred indefinitely will remain deferred until you manually undefer them.

You cannot defer transactions that have been reconciled.

To defer a transaction

1. Open Tax Manager IRD statement view or Reconciliation view for the relevant client.


See Viewing the IRD transactions for a client or Viewing the reconciliation of transactions for a client.

2. Select the transaction you want to defer.

You can select multiple transactions by checking the checkbox for each transaction you are selecting.

3. Click Defer 1 week, Defer 1 month, or Defer indefinitely to defer the selected transactions.

Related topics

Undeferring transactions

Viewing the IRD transactions for a client