Short Answer: Click "Run new reconciliation" at the top of the report to start a new run. If a prior run failed, click "Run reconciliation again" on the failure message.
PreRequisites
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You have uploaded the required 26AS and Books data (or the data sources are configured).
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You have permission to run reconciliations.
Steps
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From the report page click the "Run new reconciliation" button at the top.
A new reconciliation job starts and the page shows processing status. -
If the system displays an error banner "Reconciliation could not be completed", click the "Run reconciliation again" button in the banner.
The reconciliation attempt restarts. -
Monitor progress (look for messages like "Normalizing books TDS data") and wait for completion.
Processing completes and results are displayed as summary cards and tables. -
If reruns continue to fail, review uploads or contact support.
Either fixing inputs or support assistance resolves the issue.
Troubleshooting
- Reconciliation repeatedly fails with the same error.
Likely Cause: Temporary processing issue or an issue with uploaded files.
Action: Try "Run reconciliation again"; if it still fails, verify your uploaded files and contact support as suggested in the error banner.
Note: Rerunning updates all summary cards and matched/unmatched tables once processing completes.