How to hold a 'buy' amount in the pool

If you would like to wait to transfer funds to a client's account until you are certain of their tax liabilities, you can opt to hold the tax in the pool when creating a 'buy' request.

Make sure you untick the 'Transfer funds to IRD when order is complete' box when making the 'buy' request. Then, when the purchase is made, the funds will remain in the pool until you are ready to transfer to meet a liability at Inland Revenue.