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.
39
votes
Petina Bullas
shared this idea
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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
to save time and interruption to workflow
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Lindsay Baine
commented
not important for me