Overview of the steps involved in getting Pro set up for success!

Step 1 - Link IRD

Go to Operation Settings ➡️ IRD tab

1. Add IRD authority
2. Add IRD client list
3. Click ‘Verify List’

More in depth instructions can be found here.

If you remove an IRD authority, this will automatically delink the IRD Client List it is associated with. No client data will be updated after this and no documents pulled through.

Step 2 - Link XPM 

Go to Operation Settings ➡️ XPM tab

1. Connect to XPM

More in depth instructions can be found here. 

Step 3 - Set Letter Controls

Go to Tax Admin ➡️ Letter Control tab

1. Check each letter title is set to where you want the letter to be sent

More in depth instructions can be found here. 

Step 4 - Check Client and Manager data

Go to Tax Admin ➡️ Clients tab

1. Check that entities have been matched correctly
2. Any that have not been matched, use the drop down menu to find the correct match

Step 5 - Activate Letter Control

Go to Operation Settings ➡️ XPM tab

1. Click on ‘Activate’
2. Any letters that are currently in the Inbox will be sent as per the letter controls
3. If there are letters that should not be sent, they can be bulk archived prior to activation
4. The ‘Activate’ button will then automatically triage the letters from the next time the IRD letters hit the app 
5. To pause the automation, go to Operation Settings ➡️ XPM ➡️ Pause activation

For additional support or help, please contact our friendly support team on support@pluginaccountant.com or give us a call on 0800 800 046.