A short video on the Income Tax Reconciliation can be found here.


Please note, to use this new tax reconciliation you must have upgraded your add-in to the latest version.


The Income Tax Reconciliation now allows you to have different views and select whether you would like to display the Complex version, Simple version or a Client View to give to clients.


To change the view, go to the Layout box and select which layout you would like to use.   The default is the Complex layout.  Once you have selected your view, hit the display button.  This can be changed at any point to any different view.

Complex layout - shows every line item

Simple layout - shows the most commonly used items

Client View - hides all of the unused lines, and shows an entity name and details to give to clients.