Using the IRD Data page

Open the IRD Data page by selecting Tax > IRD Data from the toolbar.

The IRD Data page opens and displays the Unreconciled view which lists all of the clients with unreconciled transactions in a table.

The Assessment Status column shows the result of a comparison between the IRD assessment and the information stored in Tax Manager. The following statuses are used:

•  Accepted assessment — indicates that the IRD assessment agrees with Tax Manager.

•  Investigate assessment — indicates that the assessments differ and you need to investigate further and reconcile the amounts.

•  Checking assessment — indicates that the assessment is under currently investigation.

• Objected assessment — indicates that the IRD assessment is under dispute.

The IRD Status column shows the status of the as recorded with the IRD and is one of:

• OK

• On Hold

• Balance mismatch.

To help you review the transactions, there are a number of functions you can use.

To see the transactions downloaded from the IRD on a specific date

On the Unreconciled or Deferred view:

1. Click Batch review in the Tasks bar to open the Batch review view.

2. Enter the date of the transactions you want to view in the Import Date field. Either type the date, or select it from the drop-down calendar.

All the transactions downloaded from the IRD and imported into MYOB AE/AO on the date entered are listed in the table.

To see the deferred transactions

On the Unreconciled or Batch review view:

1. Click Deferred in the Tasks bar to open the Deferred view.

All the IRD transactions you have marked as deferred using Tax Manager entered are listed in the table.

To see the list of clients with unreconciled transactions

On the Batch Review or Deferred view:

1. Click Unreconciled in the Tasks bar to open the Unreconciled view.

All of the clients with unreconciled transactions are listed in the table.

To sort by a column heading

1. Click a column heading to sort the list by that column in ascending order.

2. Click the column heading again to sort the list by that column in descending order.

3. [Ctrl + click] on the column heading to remove the sort from that column.

To group transactions by a column heading

1. Drag the column heading to the Group bar.

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This will group the transactions in the list by the heading(s) you have selected. For example, you can view the transactions by Tax Year or Tax Type. When you drag the required group heading to the Group bar, the list will be updated to reflect your selection.
You can add another group heading either before or after those already selected to further group the items.
To remove the groupings, drag all the grouping options from the Group bar.

To filter the transactions displayed in the list

1. Click on a column in the Filter bar.


The Filter bar is identified by the in the left most column.

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2. Use the drop-down to select from the list of values in the column.

The list will now only show entries that match the value selected in the filter.
You can use wildcards when entering filters:

1. To find all entries in the column beginning with D, enter d in the filter.

2. To find all entries in the column containing the characters FAMILY, enter *family* in the filter.

3. To find all entries ending in D, enter *d in the filter.

4. Click to remove the filter.

To open Tax Manager for a transaction

• Click the IRD Number hyperlink for the required client.

To open Return preparation for a transaction

• Click the Return Name hyperlink for the required client.

To open the Client page Tax tab for a transaction

• Click the Client Code hyperlink for the required client.

To export the current list of tax clients to Excel

• Click in the Tasks bar.

The list of transactions is exported to Excel and the spreadsheet opens.

To print the current list of transactions

• Click  in the Tasks bar.

A Print window opens where you can preview and print the transactions.

Related topics

Working with IRD Data downloads

Using the IRD Data page

Scheduling the IRD data download

Refreshing the IRD data download

Viewing the IRD transactions for a client

Viewing the IRD download history

Viewing the reconciliation of transactions for a client

Reconciling transactions for a selected client

Separating incorrectly reconciled transactions for a selected client

Adding a transaction that matches an IRD transaction

Deferring transactions

Undeferring transactions

Viewing the tax position summary for a client

About the assessment status flags