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Xero Tax (NZ) | Include [Payment] Payment Since Approved [START] field in Tax Payment letters awaiting approval report

TAX - Payment letters awaiting approval report in XPM to include [Payment] Payment Since Approved [START] field

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Debbie Kempson shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Debbie, the 'waiting approval' report only contains unapproved letters. And the field you've references would only contain payments 'since approval' so even if included, would always be 0.00.

Could you share a little detail of any underlying pain point you're looking for this idea to help you solve? It'd help in sharing back with the team and considering how this could be tackled. Thanks!

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  • Kathryn Pinkerton commented  ·   ·  Report

    Please can you let me know how to find the meaning of fields,
    eg, Payments Since Approved [START] and Outstanding [START],
    so we can understand how to use the reports properly?

    We need a report that shows tax payments that have been missed, ie. a tax letter was sent but not paid. So we want to compare XPM sent tax letters to payments made as per IRD (START).

    This will not necessarily be the same as what Inland Revenue thinks is unpaid.

    Thanks.