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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. On the toolbar, click Tax. The Tax - Client Search page appears.

  2. Click the IRD Number for the client you are interested in. The Tax Manager window appears displaying the Summary page for the selected client.

  3. On the Tasks bar, click Client IRD data refresh. 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. In the toolbar, from the Tax drop-down list, select IRD Data. The IRD Data page appears.

  2. On the Tasks bar, click Bulk refresh. The IRD data for all your clients is retrieved from the IRD and updated in your database.

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