Reckon Personal Plus 2022 Tax Planner problem

From Brian

I am trying to delete old data from Tax Planner before downloading new data. There seems to be no way to clear data. I realise that the past year's data is sitting in the existing columns, but it has become corrupted by previous data downloads and does not agree with the facts, shown by differences from actual amounts. Subsequent data acceptances just makes things worse. Cancelling and then reloading just bring back the same thing.

Just add a button to clear imported data from the Tax Planner


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,176 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi John

    You've posted your question in the Reckon Accounts (Desktop) section.

    Have a look here in the Personal category as you may find your question's been answered previously for someone else 😊 :

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,148 Personal Range Expert Personal Range Expert

    Give me a call and lets what can be done

    Gerry 0418907140 

    [email protected]