Forum Discussion

KerrinB's avatar
KerrinB
Cover User
3 years ago

Data reconciliation on tax practice

Hi,

As more tax types are added we are having to guess where the unreconciled transactions are.  Currently they may be within 2019-2022 and in either Income tax, rebates, WFFTC or student loans.  Is there anyway this can be streamlined so that we know exactly where the unreconciled entries are.

 

Also it seems that donations rebates filed through the system dont create an MYOB entry on data rec, so we just have to add the IRD transactions when they come through.  Any reaspon why a MYOB entry is generated?

 

Kerrin

1 Reply

Replies have been turned off for this discussion
  • Hi KerrinB

     

    Thank you for your post.

     

    We currently have your first query logged as an enhancement request.

     

    The second query is currently on the developers to do list.

     

    Kind regards,

     

    Lisa