NZ tax - Run an exportable report on outstanding & mismatched transfers/refunds
Would be very beneficial to be able to run a report listing all clients who have outstanding transfers and refunds for a period (and export it). We need to be proactive and contact the IRD before they refund the client instead of actioning a transfer as requested. In APS we could pick up any mismatch early and were able to contact the IRD or the client and rectify quickly.
Petina Bullas
shared this idea
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Juliana Kean
commented
Report would be great- but also this would be good as another tab in tax - to save running the report the team could just work off a live list
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Jan Towers
commented
Need to be able to export the data or run a Report on the data for the Tax/Statements/Transfers tab screen.
OR, add the ability to filter in the screen for the Return State column so that it is possible to view only Filed state and higher. -
Babs Bright
commented
can affect uomi interest calcs
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Babs Bright
commented
to save time and interruption to workflow
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Lindsay Baine
commented
not important for me
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Petina Bullas
commented
For tax returns prepared after a provisional tax date has passed and the client has a refund from the prior year, we need to be able to transfer the refund at the effective date within the tax return. If IRD do not action this then a mismatch needs to trigger an alert.