PS Help: Tax Manager NZ
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Refreshing the IRD data download

You can refresh the IRD data for an individual client or for all your clients.

To refresh the IRD data for an individual client

  1. Click Tax on the toolbar.


    2. The Tax - Client Search page opens.

  2. Click the IRD Number for the client you are interested in.


    3. The Tax Manager window opens showing the Summary page for the selected client.

  3. Click Client IRD data refresh in the Tasks bar.


The IRD data for this client is retrieved from the IRD and updated in your database.

To refresh the IRD data for all your clients

  1. Select IRD Data from the drop-down menu on the Tax button in the toolbar. The IRD Data page opens.

  2. Click Bulk refresh in the Tasks bar.


The IRD data for all your clients is retrieved from the IRD and updated in your database.

Related topics

Working with IRD Data downloads

Using the IRD Data page

Scheduling the IRD data download

Viewing the IRD transactions for a client

Viewing the IRD download history
Related topics
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Accountants and Partners
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AE Tax Manager (NZ)
New Zealand

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  Overview

  Working with Tax Manager

  Managing Tax Notices using the Tax Notice page

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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.