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'NZ Tax - Ability to search tax transfers by From and To client' has been merged into this idea

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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.

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Petina Bullas shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for supporting this idea, everyone.

While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.

While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.

As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.

While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.

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  • Jan Towers commented  ·   ·  Report

    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.

  • alexsio nau commented  ·   ·  Report

    really important as inland revenue are non transparent

  • Jan Towers commented  ·   ·  Report

    Would also be useful to have the Return Filed Date showing in the transfers list.

  • Babs Bright commented  ·   ·  Report

    This has an affect of UOMI interest at times

  • Jan Towers commented  ·   ·  Report

    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.