NZ Tax - Separate [Payment] Summary field into year and RIT fields
Currently when working on provisional tax letter reports, the [Payment] Summary field is a big sentence including the year the calculation is based on, and the RIT
(eg. 2025 RIT of 5,669.16 (from IRD Statement) + 10% uplift).
Filtering by this field is therefore not possible.
It would be great if the year and RIT were separate fields...
We could then filter by year to find out which clients' calculations are based on last year, and which are based on the year before.
It would also be useful to be able to filter by RIT.
2
votes
Kathryn Pinkerton
shared this idea
Thanks for sharing, Kathryn. Appreciate how separating the information in this field would be useful to you.
This isn't something we have plans of just yet but well get an understanding of the interest here.
