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  1. 1 vote

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    Hi Sharlene, taking a deeper dive I see you were also in touch with our Xero Support team on this and through a bit more investigation after your idea was raised here, they appear to have helped you resolve this issue.

    I'll shortly remove your idea from the forum here, but if you have any further questions on this please do come back into our specialists through the case you raised - you should be able to do this through your My cases 🙂

    Sharlene Phillimore shared this idea  · 
  2. 14 votes

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    An error occurred while saving the comment
    Sharlene Phillimore commented  · 

    Since it seems we will not be able to request refunds to be transferred to another Tax Type or period for the same taxpayer or an Associated taxpayer we need to have the note function back. Quite often if you file the return then ask the IRD to transfer it, the system has refunded before the request to transfer is picked up.

    Sharlene Phillimore supported this idea  · 
  3. 15 votes

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    Sharlene Phillimore commented  · 

    Even just to be able to transfer to another Tax type or period for the same taxpayer would be helpful. Quite often if you file the return then ask the IRD to transfer it, the system has refunded before the request to transfer is picked up.

    Sharlene Phillimore supported this idea  · 
  4. 117 votes

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    Sharlene Phillimore supported this idea  · 
  5. 67 votes

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    Sharlene Phillimore supported this idea  ·