Settings and activity
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56 votes
Hi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.
I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.
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Petina Bullas
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46 votesPetina Bullas
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An error occurred while saving the comment Petina Bullas
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For tax returns prepared after a provisional tax date has passed and the client has a refund from the prior year, we need to be able to transfer the refund at the effective date within the tax return. If IRD do not action this then a mismatch needs to trigger an alert.
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108 votesPetina Bullas
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237 votesPetina Bullas
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42 votesPetina Bullas
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47 votesPetina Bullas
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31 votesPetina Bullas
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39 votesPetina Bullas
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49 votesPetina Bullas
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42 votesPetina Bullas
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28 votesPetina Bullas
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4 votesPetina Bullas
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4 votesPetina Bullas
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32 votesPetina Bullas
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31 votesPetina Bullas
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31 votesPetina Bullas
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106 votesPetina Bullas
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9 votes
Hi team, we appreciate your insight into the confusion this label can cause. This is something our product team plan to address and make a change for within payment summary for 2025 IR3.
I'll be back to share more updates as this is worked on.
Petina Bullas
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61 votesPetina Bullas
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270 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Petina Bullas
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How do we manage transitional years in Xero? For example, client has change of balance date & now has a 4th installment of provisional tax, IRD recognises the new installment but XPM does not, still only shows 3 installments. If Xero uses the IRD as the source of truth then surely the new 4th installment date should show in both Statements and Payments.