Re IRD message: client not linked

hi zhengx008 

Thanks for your post!

If you do an individual client refresh, this can cause this alert to occur, and no data will get pulled through via the individual client refresh.

You can safely ignore the alert, because the data will come through with daily scheduled bulk refresh (or manual bulk refresh).

We're working to resolve this in an upcoming release.

Hi Matt

I tried manual bulk refresh, but nothing changed. It still keep showing client not linked and accounts on hold. The last refresh date under bottom was 19/03/19 no matter how many time I refreshed. 

Hi zhengx008,

While the "Last Refresh" date will show an earlier date, the figures should be correct

Once the alert message has occured, the Last Refresh data won't update - but the figures can be compared with data from the IRD.

Hi Matt

I did compared the figures in myob with data from the IRD, unfourtunately they are not cosistant. For example, according to IRD website, one of my client made his final provisional tax payment during April, however, that payment did not showed up in the MYOB. 

Thanks for the update.

It is possible that the discrepancy between records for this client in AE and the IRD is because of missing transactions in the initial download of data from the IRD.

When the service was started, the IRD provide a history and an initial daily transaction file – we have seen scenarios where errors encountered during the import, or that the amount of data was excessively large and failed to import some transactions successfully.

At this point, to troubleshoot further, we would need to dig into the actual data involved (which we can’t do via the forum for privacy reasons – so give our support team a call on 0800 94 96 98 and our Tax team will be able to assist troubleshooting this further