The cloud return has been prepared and Sync to Ledger has been run (or return moved to the Approved status), however Tax Manager and the desktop ledger are not being updated for this tax payer. The Payment schedule of the Tax Summary report is incorrect or missing. No error message is displayed.
There could be two scenarios:
Scenario 1:
This issue can occur where there are two clients in the database with the same IRD number. The system does not know which desktop return to send the information to, so it is not updated. Please follow the steps below to identify and resolve the issue:
Check Central Console for another client with the same IRD Number:
Look for another 'terminated' record for the same client, beginning with ZZ.
Run a Tax List, sorting or filtering on the IRD number field.
Clear out the IRD number from the incorrect record.
Open the Cloud return (move to Rework if required) and Sync to Ledger.
Check the values in Tax Manager and the Ledger have now updated.
Scenario 2:
This problem can occur where the 2024 Ledger is missing the line called Net Tax/(Refund).
A issue has occurred when the 2024 return was created or rolled over from 2023. To resolve this issue, follow the steps below:
Delete the 2024 return (if the Delete option is not available/greyed out, please contact support for a script to delete this).
Re-create the 2024 return.
At this point, double check that in the desktop Ledger, the Net Tax/(Refund) line now exists.
Re-enter the Tax Return data and move to Ready.
From the IRD Actions menu, run the Retrieve IRD status - this will update the APS and IRD status to Assessed and bring then back into alignment.