NZ Tax return - Refresh refund bank account from IRD data
Provide the ability to import/refresh the clients refund bank account number held with IRD into the Tax Return. Currently seems like we are having to manually enter it on the tax return. MYOB has this functionality and it's great, saves time and typos.
Sheree Gray
shared this idea
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Jean Sutherland
commented
This would be a great enhancement. Currently if a client changes bank account numbers and the income tax return is not in progress there is no way to update XPM and we have to remember to change the account number in the next year's return. This way it will always be correct.
It would be great if this was available on income tax returns and GST returns.
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Kathryn Pinkerton
commented
Totally agree - hope this function is available very soon.
The software should also be able to bring in the NAME of the account at the same time, if there is one in IRD's records (MYOB does this). The account name is not visible in myIR but can be imported by the software.