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Separating incorrectly reconciled transactions for a selected client

You can reverse the reconciliation of transactions on the Tax Manager Reconciliation view.

To unreconcile transactions
  1. Open Tax Manager Reconciliation view for the relevant client. See Viewing the reconciliation of transactions for a client.

  2. If you want to unreconcile transactions for a different year, click on the year to open a drop-down list, and select the required year.

  3. Adjust the Tax Type and Show filters to display the transactions you are interested in.

  4. Select the checkbox for the relevant reconciled transaction.

  5. On the TASKS bar, click Unreconcile. The reconciliation is reversed and the transactions are shown as separate entries in the ledger.

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