- Created by Suchi Govindarajan, last modified by MartinW on May 04, 2023
https://help.myob.com/wiki/x/aieEAQ
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Alert | Why do I get this alert and how do I resolve it? |
|---|---|
Account(s) do not reconcile with the IRD | This alert occurs whenever there are unreconciled transactions on the Reconciliation screen. To resolve the alert:
You should regularly review the data shown on the IRD Data page to see which clients have unreconciled transactions. You can access the IRD Data page from the Tax icon drop-down menu. |
Account on hold at IRD | This alert occurs when the downloaded IRD Data indicates that the client’s account has been put on hold by the IRD. To resolve this alert, you will need to contact the IRD. When the IRD removes the hold from the account, the alert will be cleared once the updated IRD data has been downloaded. |
Balance month differs to IRD | This alert occurs when the Balance month defined for the client (on the Client page Main tab) does not match the data downloaded from the IRD. To resolve this alert:
The balance month is determined from the tax period start date of the Income Tax balance received from the IRD. If a taxpayer changes balance month, the transitional year will still start with the same month as the previous financial year, as a result the balance month alert will show until a balance is received for the following year. For example, if 2016 is the transitional year, the alert will show until a 2017 balance is received. |
Draft return exists | This is an informational alert that occurs when you begin processing a client’s tax return. The alert is cleared when you file the completed return. The tax notice will use the draft return values once the return is Approved. |
GST Settings differ to IRD | This alert occurs when the GST settings defined for the client (on the Client page Tax tab) does not match the data downloaded from the IRD. To resolve this alert:
The GST settings are determined from the GST balance received from the IRD. If a taxpayer deregisters, it will take the tax period plus one month for this to be recognised, for example, if an entity pays 2 monthly GST, it will take 3 months to establish that the entity has deregistered (when a GST balance has not been received for the next period end). |
Provisional basis differs to ratio setting | This alert occurs when the method used to calculate the provisional tax (using the Provisional Tax Calculator) does not match the Ratio method setting on the Client page Tax tab. This may be OK if the client recently changed methods. If you need to resolve this alert:
|
Some payments have not been confirmed | This alert occurs when payment transactions created when you created a tax notice have not been confirmed as being received by the IRD. Tax Manager will show these payment transactions with an Expected status. These alerts will be resolved when:
You can review the Missed Payments page to see all clients with outstanding payments. |
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