Knowledgebase
Downloads
Glossary
Ask a Question
KB Home / Tax Return Production / How to check the integration between tax returns... / Email to friend
Email to friend
Multiple emails allowed. Separate with commas



How to check the integration between tax returns and Practice Manager data

If you enter any data in a tax return that has not been entered into Practice Manager (or vice versa), you can transfer the new values entered and overwrite the old entries.

You can do this by checking the integration of a return. To do this:

Open the tax return for a client.

Click on the cog icon (top right) and select Check Integration.

You should see any differences. You can then choose to resolve these whichever way you need to by selecting the correct check box.

If you want to use the tax return values, select Resolve Using Tax Return. This transfers the information on the tax return to Practice Manager and overwrites any previous information entered in the selected areas.

Click Synchronise and the changes will be saved.
RSS
Powered by KBPublisher (Knowledge base software)