Skip to content

Data reconciliation workflow

About data reconciliation

The workflow

You need to manually process any transactions you receive from IR that haven't been automatically reconciled.

You should clear these unreconciled transactions regularly to ensure that your tax processes are based on current data. This will particularly be the case when preparing tax returns (for example, to have transactions included in the payment summary of the tax statement), and when you are approaching the due dates of tax notices needing to be generated and sent to clients.

While you can start this process from an individual client record, we recommend starting from the practice level by going to the All clients view.

Other functions

Other information