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The IRD transactions downloaded can be viewed using the IRD Data page. By default, IRD transactions that cannot be automatically reconciled with Tax Manager transactions are listed. This allows you to reconcile the transactions manually.

You can also choose to:

  • list all the IRD transactions downloaded on a particular day. This includes transactions from a scheduled download or when a client refresh is performed.

  • list all the transactions you have deferred.

Deferred transactions are the same as AO Classic Ignored transactions. You can defer transactions for a defined period of time, for example, a week, after which they will be automatically undeferred and reappear in your lists. See Deferring transactions .

To view unreconciled IRD transactions
  1. Select IRD Data from the Tax icon drop-down menu.
    The IRD Data page opens listing any clients that have unreconciled transactions and shows the financial years and tax types.
To view all the IRD transactions in a particular download
  1. Select IRD Data from the Tax icon drop-down menu. The IRD Data page opens listing unreconciled transactions.
  2. Click Batch Review. The Batch review view opens.
  3. Select the Import Date.
  4. Press Enter to load the transactions downloaded from the IRD on the selected date.
To view deferred transactions:
  1. Select IRD Data from the Tax icon drop-down menu. The IRD Data page opens listing unreconciled transactions.
  2. Click Deferred. The Deferred view opens listing any transactions you have deferred.
 
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For specific taxation or accounting advice, please consult the relevant tax authority or regulator.