NZ Tax - Improved tracking and matching of Transfers in Tax Statements
In Tax Statements, under Transfers tab: the "auto mark as complete" needs to happen by both amount and date. So need the ability to set the effective date for the transfer to occur, therefore if IRD does something different we are alerted.
Currently if transfer is the same $ value or more, then Xero automatically marks as complete, this should not occur. If the $ is more then the transfer has not gone as expected and we need to be alerted to this.
For transfers that IRD does that are higher than expected we need to be able to set a maximum threshold dollar value that the transfer can exceed expected amount by, if it exceeds the threshold we have set, then it will not auto mark as complete that transfer.
Petina Bullas
shared this idea
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Jan Towers
commented
Needs to also have a filter in the Return State column to more easily display the Assessed ones without having to skip through the pages.
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alexsio nau
commented
really important as inland revenue are non transparent
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Jan Towers
commented
Would also be useful to have the Return Filed Date showing in the transfers list.
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Babs Bright
commented
This has an affect of UOMI interest at times
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Lindsay Baine
commented
agreed important
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Jan Towers
commented
Currently the search only looks for Recipient name.
Would be good to have an explanatory note to that effect in the Transfers tab.Further, and even better would be ability to search the From names as well.