How do I set the 'Tax account name' for this reconciliation?

Short Answer: Type the desired name into the 'Tax account name' input field on the New reconciliation page.

PreRequisites

1. Signed in and able to edit reconciliation fields

2. Know the account name you want to use

Steps

1. On the New reconciliation page locate the 'Tax account name' input field.
   The 'Tax account name' field is visible to edit.

2. Click the field and type the account name exactly as you want it to appear.
   'Tax account name' displays the text you entered.

3. Proceed to upload your files and click 'Run reconciliation'.
   Reconciliation will use the Tax account name you set.

Troubleshooting

1. The 'Tax account name' field is not editable.
   LikelyCause: UI glitch or permissions issue.
   Action: Refresh the page, try another browser, or ask an admin if the field remains locked.

Note: Use a name that matches your accounting ledger for easier reconciliation tracking.