Viewing the downloaded IRD transactions
Accountants Enterprise only
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.
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.