NZ Tax - Tax Payments (Notices) generated for Working for Families
Product Enhancement idea: have the ability to generate notices (Tax Payment letters) for clients who have been overpaid WFFTC and need to repay the IRD.
Petina Bullas
shared this idea
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Justine Street
commented
Absolutely important. Our clients excess payment was refunded rather than transferred to WFF. Reflects poorly on us as accountants and clients get very grumpy with us.
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Alison Stout
commented
We’ve had the same issue with a client, and this really needs to be addressed. Not being able to separate or clearly show the split between Working for Families and Income Tax on tax notices causes confusion for clients and reflects poorly on us as their advisors. The ability to issue separate notices, or at least clearly display the split on a single notice, would significantly improve the client experience.
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Rebecca Laurence
commented
Weren't aware this wasn't a thing until we had a payment refunded instead of transferred to Working for Families. Think this is vitally important and should be added to the top of the list for developers.
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Kathryn Pinkerton
commented
Currently the FAM amount shows up on the tax notice under INC, so clients could pay the correct payment to the wrong tax type.
If paid a bit early, this means there is a risk of Inland Revenue refunding their payment back to them.
Note - this has just happened to one of our clients!!
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Babs Bright
commented
Client needs to see what and how their claim is calculated
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Lindsay Baine
commented
agreed important