NZ Tax - Exclude Non-tax clients appearing on the tax payment report
Need to be able to exclude non-tax clients from the tax payments report when they are only included because they have a beneficiary schedule in their family trust. Many beneficiaries of trusts are not tax-clients.
1
vote
Shelley Mitchell
shared this idea
Thanks for sharing here, Shelley.
At this stage, we don’t have plans to change the report’s behaviour, however an option here could be to customise the report criteria to show Payment Amount greater than $0.00.
This removes taxpayers with no amount owing while retaining those with payments due.
We'll keep an eye on the interest this idea builds in the community from other practices, and I'll share if there are any updates.
