What is the tax manager reconciliation process in AO

[ford]

Hi

We are going to upgrade from accountants office - the tax part so its online and the instructions say:-

- Keep your AE/AO Tax Manager data reconciliation up to date

I don't do the reconciliation process myself so don't know what that instruction refers to in AO. I click on the tax icon but there is no reconciliation menu anywhere.

I can click on the Tax manager under functions and when the window opens I can click the Reconciliation option under Tax manager. What date do I select? It defaults to 2020 and if I click on the Reconciled square (unreconciled square is ticked and greyed out), there is nothing in the window.

If I change the date to 2019 there is only one reconciled entry.

How do I know if the tax manager data reconciliation is up to date?

Thanks

[BS0000001]

With regards to the above query, there is a knowledge base article that contains instruction on how to keep transaction reconciliations up to date. The article has also included a few minutes demo video, please feel free to have a watch.

https://help.myob.com/wiki/x/tSuEAQ