June 2024
Summary | Details |
|---|---|
Schedule not opening from a tax return main form | Clicking the amount fields in a return doesn't open the schedule Workaround: You can still open the schedule from the schedule link in the main form, and the link in the Attachments and schedules panel. |
May 2024
Summary | Details |
|---|---|
Error: Something went wrong | You may see an error when accessing the tax notices on the Data reconciliation page. Workaround: As a workaround, access the tax notices via the individual client. |
February 2024
Summary | Details |
|---|---|
Missing data in tax statement, tax return and schedule report | The tax statement, tax return and schedule report are missing the client name, client code and IRD number. |
November 2023
Area | Issue | Description | Support ref. |
|---|---|---|---|
Tax statement | Different display across return types for rental and business income | Resolved – 16 November 2023 The rental and business income isn't showing in the tax statement consistently across return types. | |
Tax return validations | IR1261 alerts and warnings | Resolved – 16 November 2023 It's not clear that the IR1261 overseas income summary is populated from | |
Tax return validations | No warnings for incomplete IR4J and IR8J | Resolved – 16 November 2023 There are no warnings for IR4J and IR8J when all fields are blank, or when they have a balance but no other amount. | |
Tax return validations | No warning when IR10 doesn’t balance to schedule data | Resolved – 16 November 2023 There's no warning when the "Current year taxable profit/(loss)" in the | 00628065 |
Tax return validations | No IR10 warning for residential property income | Resolved – 16 November 2023 There's no warning when residential property income exists but there's no IR10 attached. | |
Tax return validations | IR7 isn't always showing error 2039 | Resolved – 16 November 2023 When attribution amounts have been edited and don't equal the amount of income, error 2039 isn't always shown. | |
Tax return validations | Validations aren't showing in a schedule | Resolved – 16 November 2023 Some IR3NR and IR526 errors and warnings are shown in the main form when | |
Data reconciliation | Inland Revenue (IR) transaction data duplicated | Resolved – 7 November 2023 We've finished correcting duplicates. Update – 26 October 2023 IR have fixed the duplicate transaction issue. However, IR's fix doesn't remove any duplicates already received. We're working on a fix to correct duplicates. In the meantime, don't reconcile the duplicate transactions. Original issue Duplicate IR are investigating and working to resolve this issue. In the meantime, we've disabled the Refresh IR data button in Data reconciliation. | 01492291 |
September 2023
Data reconciliation | Further income tax and Default provisional assessment transactions aren't being reversed | Resolved – 14 September 2023 Default provisional tax will be treated as provisional tax and won't display in the Unreconciled transactions. Both transactions will now appear in the IRD statements. This change will affect future and past data, so you may need to review some previously reconciled entries of these types. Original issue: Further income tax and Default provisional assessment transactions are | – |
August 2023
Area | Issue | Description | Support ref. |
|---|---|---|---|
Tax return | Navigation bar not following page scrolling | Resolved – 24 August 2023 When scrolling a tax return, the navigation bar on the right of the page isn't updating to show the scroll location. | - |
Data reconciliation | Delay in processing IR's overnight Transaction Data Services (TDS) feed | Resolved – 14 August 2023 There are no processing delays on the new TDS request model. Note: We're releasing this update to different groups of customers over the coming weeks. If you're still experiencing the issue, you may not have the update yet. At the end of each business day, IR processes the data for the day. Ideally, IR would send the TDS data to MYOB early the following morning, but sometimes their data processing takes longer than expected. When it's delayed, the data might not arrive until the afternoon and, occasionally, it might take longer than one business day. | - |
Tax return | Bank account warning displays when a bank account exists | Resolved – 1 August 2023 If a return has a refund due and the bank account details are displayed, you'll see the validation warning Return has a refund but no bank account details have been refreshed from myIR. You'll see the warning even if you've clicked Refresh bank details from myIR. | 01334391 |
Workpapers & schedules | BSTC isn't calculating correctly when a child turns one | Resolved – 1 August 2023 A child is eligible for Best start tax credit (BSTC) up until the age of one. However, the Working for families schedule isn't calculating any BSTC for a child who is less than one if there are other children and if the income is being abated. | 01360312 |
Workpapers & schedules | Handling of partner allocation in the IR526 Tax credit claim form is unclear | Resolved – 1 August 2023 When some of the receipts are being allocated to the partner, it's unclear how this should be handled. | 00679183 |
Tax statement | Current year loss isn't adding to losses to carry-forward for an IR9 | Resolved – 1 August 2023 The IR9 tax statement losses summary isn't printing the current year loss if there's also a loss brought forward. This results in the losses to carry-forward being understated. | 01394343 |
Tax return validations | Handling of negative PIE credits is unclear | Resolved – 1 August 2023 When negative PIE tax credits have been received via pre-pop, a return will be rejected with error 21 if the return is filed with the negative PIE tax credits. It's not clear that this data may need to be removed in this situation. | - |
Tax return validations | Error 2346 shows as a warning when using the Residential property income schedule | Resolved – 1 August 2023 When residential property interest has been claimed but the reason hasn't been selected, the validation for error 2346 incorrectly displays as a warning. It should be an error as the return will be rejected if the reason isn't selected. This only occurs when using the Residential property income schedule. | - |
Tax return validations | Residential property income bright-line method warning shows for incorrect methods | Resolved – 1 August 2023 When a return is validated, the bright-line warning shows when a Residential property income bright-line method hasn't been selected and the Residential income method is on Portfolio or Individual. The warning should only display when on Combination method and a bright-line method hasn't been selected. | - |
Tax return validations | It's unclear when to answer the business continuity test in an IR4 | Resolved – 1 August 2023 When there's a loss brought forward, Inland Revenue require the business continuity test question be completed, otherwise the return will be rejected with error 2337. This requirement is unclear. | - |
Tax return validations | Error 2339 isn't displaying in an IR6 if a settlor has no settlement this year | Resolved – 1 August 2023 When a settlor date of birth or commencement date is in the future, error 2339 doesn't display if No is selected for Is there a settlement this year. | - |
Workpapers & schedules | Negative NRWT is being calculated when interest is a loss in an IR3NR | Resolved – 1 August 2023 When an IR3NR has a loss for interest income, the NRWT is incorrectly calculating a negative NRWT. This causes an error 21 when the return is filed, as NRWT can't be negative. | - |
May 2023
Area | Issue | Description | Support ref. |
|---|---|---|---|
Tax return | Adding associations is unclear | Resolved – 29 May 2023 We've added a message to the association sections. The message explains that, if associations have been set up, the name and IRD number of each association is populated when the return is created. Original issue: | - |
Tax returns & schedules | NRWT is not calculating for Zimbabwe | Resolved – 29 May 2023 When Zimbabwe is selected as the Jurisdiction of tax residency in an IR3NR, the non-resident withholding tax (NRWT) isn't calculating for interest, dividends or royalties. | 01315529 |
Tax return validations | No error for a blank IR1261 | Resolved – 29 May 2023 There's no validation advising when the IR1261 Overseas income summary is blank before filing an IR3. Filing a blank IR1261 will result in the return being rejected with error 21. | - |
Tax returns & schedules | IR3 won't create if the previous year Working for families schedule is incomplete | Resolved – 29 May 2023 An incomplete Working for families schedule in the previous year will no longer stop the 2023 IR3 return from being created. A warning will now display when validating the IR3 if a child date of birth or care start date is missing from the Working for families schedule. Original issue: An IR3 won't be created if there's a Working for families schedule in the previous year with no birth dates. | 01310196 |
Tax return validations | Some validations are missing or unclear | Resolved – 29 May 2023 Some of the validations for Change of situation in an IR3 and IR3NR, and for Independent earner tax credit (IETC) in IR3 are missing or not clear. | - |
Tax statement | Some headings and subtotals aren't printing correctly | Resolved – 29 May 2023 Some of the headings and subtotals in the Tax section of the tax statement aren't printing when they should, or they're printing when they shouldn't. This can affect any return. | - |
Tax return validations | Refunds section is hidden when there's an error | Resolved – 29 May 2023 The Refunds section will always be visible if there's an error. The validations for transfers have also been made clearer. Original issue: When a return is rejected due to an error in a transfer, the Refunds section may be hidden, making it difficult to find and fix the error. | - |
Tax notices | Incorrect interim student loan calculation | Resolved – 4 May 2023 If the student loan repayment was more than the loan balance, the remaining loan balance isn't being used, leading to overpayment. Learn more. | 01250371 |
Tax return | IR3NR rejected with error 21 | Resolved – 1 May 2023 When you file an IR3NR, an incorrect value can be sent for the Total tax deductions field under Income with tax deducted from summary of income. You can't see the incorrect value in the return, but filing a return with NZ income with tax deducted schedules can cause a rejection with error 21. | 00727260 |
April 2023
Area | Issue | Description | Support ref. |
|---|---|---|---|
Data reconciliation | Missing IR transactions | Resolved – 12 April 2023 Transactions that exist in myIR may not be displayed in the IR statements or Unreconciled transactions sections of the Data reconciliation page. | 01269990 |
IR issues affecting MYOB Practice tax Data reconciliation | Inland Revenue (IR) transaction data duplicated | Resolved – 5 April 2023Update – 30 March 2023: Update – 23 March 2023: We're deleting IR duplicates. If you've created MYOB transactions or voluntary adjustments as a workaround, you need to delete these transactions and adjustments so that you're not left with incorrect data. Update – 22 March 2023: IR have fixed the duplicate transaction issue so we've re-enabled the Refresh IR data button. However, IR's fix doesn't remove any duplicates already received. We're working on a fix to correct duplicates. Original issue: Duplicate transactions are being sent by IR, causing the Unreconciled transactions table to incorrectly show an extra row of data. This can affect assessments, payments or transfers.IR are investigating and working to resolve this issue. In the meantime, we've disabled the Refresh IR data button in Data reconciliation. | 01262931 |
Tax returns | Donation deduction claimed amount not being limited | Resolved – 3 April 2023: If a donation deduction is being claimed in an IR4 company return, the claimed amount was not limited to the amount of income. You'll now see a new field displaying the amount that can be claimed. | 01154955 |
Tax returns | Best start tax credit (BSTC) entitlement in the Working for families schedule calculating incorrectly | Resolved – 3 April 2023: BSTC entitlement in the Working for families schedule was calculating incorrectly when: - the abatement is being applied - there's more than one child, and - one child less than one year old. We’ve also modified the schedule to show the BSTC entitlement before abatement as well as after. | 01241926 |
February 2023
Area | Issue | Description | Support ref. |
|---|---|---|---|
Tax notices | Provisional tax notices aren't including amount due for interim Student loan | Resolved – 27 February 2023: When an interim Student loan (SLS) amount is due, the amount isn't being included in provisional tax notices. | 00727260 |
Tax notices | Incorrect IR8 and IR9 rates in tax notices when reconciling IR assessments | Resolved – 10 February 2023: When you receive an IR assessment and click Add MYOB transaction in Data reconciliation or when preparing the Tax notices, the calculation would sometimes use the wrong tax rate for Māori authorities and Clubs or societies. | 01004684 and 01014978 |
November 2022
Area | Issue | Description | Support ref. |
|---|---|---|---|
Tax return validations | Error 21 for incomplete shareholder, beneficiary, settlor, or partner or owner details | Resolved – 15 November 2022: We've added and changed validation warnings and errors to help you complete these sections. For an IR6, these validations will appear if you've started filling in a beneficiary or settlor section regardless of whether it is required. Original issue: When you validate, an error won't show if you've not completed all the required fields in the following sections: - shareholder (IR4) - beneficiary (IR6) - settlor (IR6) - partner or owner (IR7). If you file the return without filling in the required fields, you'll get error 21. | – |
Tax return validations | Error 21 for incomplete transfer details | Resolved – 15 November 2022: We've added and changed validation warnings and errors to help you complete the transfer section. Original issue: When you validate, an error won't show if you've not completed all the required fields in a transfer section. If you file the return without filling in the required fields, you'll get error 21. | – |
Tax statement | Additional provisional tax to pay line isn't printing if next years provisional tax is estimated | Resolved – 15 November 2022: When you prepare a return before the final provisional tax instalment is due, an additional line should print on the tax statement that shows how much of the current years provisional tax is still due on the final provisional tax due date. When next years provisional tax is estimated, the line is not printing. | 01000940 |
Workpapers & schedules | Transfers received schedule doesn't show the correct tax type the transfer came from | Resolved – 15 November 2022: In the Transfers received schedule, the tax type will now display the correct source. If no source can be identified, such as for a transfer manually entered in Data reconciliation, then Transfer will display. Also, a period column has been added. Original issue: The Transfers received schedule always shows the tax type as Income tax regardless of where the transfer was received from. | 00962205 |
Workpapers & schedules | Overseas income schedule calculating negative tax credit | Resolved – 15 November 2022: A negative overseas tax credits claimable amount is being calculated when: - an IR3 or IR4 has negative overseas income, and - there is positive income in the return that is more than the overseas income. This is incorrect and will cause an error 21 to be received if the return is filed with the negative tax credit. | – |
IR issues affecting MYOB Practice tax | IR shutdown | Resolved – 7 November 2022 IR has announced that it'll shut down its systems over the weekend beginning Saturday 8 October. This will affect MYOB Practice's connection to IR. | – |