IRD made changes to the way TDS transactions are processed from 30 September 2023.
The TDS transactions are now requested based on the 'Client List ID' that the client is attached to, rather than the 'Tax Agency IRD Number'.
Please refer to: Transaction Data Service.
Some mornings you might open your Compliance Administration console and find no IRD transactions have been downloaded.
What should you check first?
If you have more than one Tax Agency list, please confirm that the client has the correct Tax Agent set in Central Console; and this matches the setting for the client in MyIR.
Ensure the Client List ID for each Tax Agent is set correctly in Tax Agent Console:On the Details tab, select the Tax Agent from the drop-down list (Type in a * and press enter to see a drop-down list).
Change to the Web View tab,
Confirm the Client List ID set here is correct for the Tax Agent and matches the setting in MyIR for the Tax Agent.
Confirm that the Tax Payer has been correctly linked to the Tax Agent and Client List ID.
Check this for each Tax Agent in the Practice:
Log into MyIR.
In the Agency area, chose option Delink or Manage Clients.
Select the Tax Payer affected.
View the Current client link(s) screen.
In the Client List ID column, ensure the correct number is set for each tax type and update it if necessary. (If the correct Client List ID is not set, TDS transactions will not flow in for the taxpayer).
Confirm that any changes to the Tax Agent/Client List ID field has been synched to Cloud Tax: Open Tax Agent Console, Select the appropriate Tax Agent from the drop-down list (Type in a * and press enter to see a drop-down list), Details and turn on Edit mode.
Change the field Client Sync Status to 1.
This will take some time to process, please allow 60 minutes. When the processing has completed, the Client Sync Status field will automatically change to 2.
Repeat the above steps for each Tax Agent in your Practice.
Browse to the Client IRD-Links page in Web (for each Tax Agent) and click the button Update all clients, to ensure the tax type settings are fully up to date.
Wait overnight for the next batch of TDS transactions to flow through into the system from IRD. Check the next morning for the missing transaction data.
The day of the week. Don't expect transactions on Saturday, Sunday, or Monday.
Your AccessAPS Cloud Services. If its Tuesday to Friday and no transactions have arrived, ensure your: Access APS Cloud scheduling, AccesAPS cloud Update Services are up and running. These services run on one server - your IT may need to check these. Refer to article: Cloud Services.
Do the transactions appear on the client's MyIR page? If the client has no transactions and you expect that they should, query this with the IRD.
IRD delays - these are fairly common. To check for any delays or issues with TDS Transactions, please create a case online and reference the title of this article.
NOTE: If you see transactions on the client's MyIR page, yet no transactions have appeared in Compliance Administration, please provide all of the following info so we can search from our side and re-process:
Your Tax Agency IRD number and Client List ID number.
The client's name, IRD number, and 3 digit 'INC' number (this is shown in MyIR).
A screen shot from MyIR of the 'Transactions' screen, with the missing items highlighted - so that the dates, values and descriptions can all be seen.