Why is there a difference in the amounts shown on ‘Reports’ and the amounts displayed on the ‘Itemised account and tax type’ summary screens?
The amounts displayed in the reports located in the ‘Reports’ section of the Tax Agent Portal are updated weekly. The account detail displayed on the ‘Itemised account and tax type summary’ screen reflects all transactions processed when the screen is viewed. A difference between the two occurs when a transaction has been processed since the reports were last updated.