Adding a transaction that matches an IRD transaction

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You can quickly add a transaction to the client’s tax ledger to match and auto reconcile an IRD transaction on the Tax Manager Reconciliation view.

If you want to add a transaction to your client’s tax ledger that doesn’t match an existing IRD transaction, you can add it on the Transactions view. See Adding transactions for a client.

To add a transaction on the Reconciliation view

Open Tax Manager Reconciliation view for the relevant client. See Viewing the reconciliation of transactions for a client.
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're adding.
Click on the IRD transaction you want to match.

When you click on a transaction, it becomes highlighted by a blue background and a triangle appears in the far left blue column. This means that the transaction has been selected for action.
On the TASKS bar, go to Reconciliation > Add selected item. The transaction is added to the client’s tax ledger and auto reconciled with the IRD transaction.

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

Managing Tax Notices using the Tax Notice page

Working with Agencies

Editing transactions for a client

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Overview

Working with Tax Manager

Managing Tax Notices using the Tax Notice page

Other topics