How do I run a new reconciliation for this tax account?

Short Answer: Click the 'Run new reconciliation' button at the top of the VAT / sales tax reconciliation report to start a new run for the displayed tax account.

PreRequisites

1. Signed in to CleverBalance

2. Access to the tax account shown as 'Tax account name'

Steps

1. Confirm the 'Tax account name' at the top of the 'VAT / sales tax reconciliation report' page is the account you want to reconcile.
   You are on the correct report page for that tax account.

2. Click 'Run new reconciliation' near the top of the page.
   The system begins a new reconciliation job for this tax account.

3. Wait for the reconciliation to complete and check the 'Recon ID' and timestamp at the top-right for an updated job entry.
   Reconciliation completes or a new Recon ID / timestamp appears when finished.

4. If the run does not start or complete, follow the troubleshooting steps below.
   You can identify and resolve common run issues.

Troubleshooting

1. 'Run new reconciliation' produces no visible change or no job appears.
   LikelyCause: Insufficient permission to start reconciliation or your session has timed out.
   Action: Confirm you have permission to run reconciliations for this 'Tax account name', sign out and sign in again, or ask an admin to run it.

2. Reconciliation runs but numbers do not update.
   LikelyCause: The job may still be processing or the system cached previous results.
   Action: Wait for the run to finish, then refresh the page or check the Recon ID and timestamp at top-right.

3. Reconciliation fails or shows an error no error message visible on screen.
   LikelyCause: Backend processing error or connectivity problem.
   Action: Try again after a few minutes. If the issue persists, contact your support team with the Recon ID shown on the page.

Note: A new reconciliation run may produce a new Recon ID and timestamp at the top-right of the page.