To retrieve and see a taxpayer’s myIR data when using the Tax Calculator, follow the process below.
Click on the Tax Calculator tab on the left-hand side menu.
Step 1
Log in to the dashboard
Click on the Tax Calculator tab on the left-hand side menu.
Step 2
Select a taxpayer
Start typing the taxpayer’s name in the search box and select. If the IR integration is not enabled for that taxpayer, you will see these prompts.
Step 3
Enable IR integration
Click Enable to use the IR integration for this taxpayer.
The taxpayer’s transaction data will automatically begin downloading from myIR. Please do not navigate away from this page as it may take a few minutes.
Once the IR integration is enabled for a taxpayer, you will see Status: Connect to myIR in the top right-hand corner.
Now connected, an automatic request has been sent to IR to retrieve their transactional data. Please do not navigate away from this page, as it may take a few minutes to download.
Once the data has been retrieved from IR, it will populate on screen like this example, and you can proceed using the Tax Calculator.
You can contact our friendly customer service team for any further support here.