Return type or balance month mismatch warnings may appear after you've pre-populated data into a tax return. This can happen if there are differences between data from Inland Revenue (IR) and data in MYOB Practice. This page lets you check if you need to take action to fix the warning.
If you don't fix the warning, you'll see the warning a second time when you validate the return. If you don't fix the warning when validating, the tax return may be rejected when you file the return.
Balance month difference
If the balance month in MYOB Practice is different to IR's balance month, the due dates may be incorrect for tax notices and in the tax statement payment summary.
To fix the mismatch in MYOB Practice, go to the client’s compliance settings in MYOB Practice and update the month.
If the month in MYOB Practice is correct and the IR's records are wrong, send a secure mail through myIR, requesting that the issue be corrected.
Tax return difference
Return type created in MYOB Practice | Return type expected by IR | Action |
|---|---|---|
IR3 Individual IR3NR Non-resident | Automatic income tax assessment | If you're preparing the return in MYOB Practice before the automatically issued income tax assessment is generated by IR, you can file the IR3 or IR3NR from MYOB Practice. If you’re not ready to file, update the income types for your client in myIR so the automatically issued income tax assessment isn't generated. If the income tax assessment has already been generated, file an amendment in myIR. If your client only has NZ income that's taxed at source, an IR3 or IR3NR isn't required. Delete the return in MYOB Practice, and confirm the automatically issued income tax assessment in myIR when you receive it. |
IR3 Individual | IR3NR | IR will accept an IR3 when they expect an IR3NR. You can complete the return and file it as either type. |
IR3NR Non-resident individual | IR3 | IR will accept an IR3NR when they expect an IR3. You can complete the return and file it as either type |
IR4 Company return | IR7 IR8 | Confirm what the correct return type is, then: If IR is incorrect, send a secure mail through myIR, requesting that the issue be corrected. If MYOB Practice is incorrect, delete the return, update the client's compliance settings and add the return again as the correct type. |
IR6 Trust | IR8 | Confirm what the correct return type is, then: If IR is incorrect, send a secure mail through myIR, requesting that the issue be corrected. If MYOB Practice is incorrect, delete the return, update the client's compliance settings and add the return again as the correct type. |
IR7 Look-through company | IR4 IR8 | Confirm what the correct return type is, then: If IR is incorrect, send a secure mail through myIR, requesting that the issue be corrected. If MYOB Practice is incorrect, delete the return, update the client's compliance settings and add the return again as the correct type. |
IR8 Māori authority | IR4 IR6 IR7 | Confirm what the correct return type is, then: If IR is incorrect, send a secure mail through myIR, requesting that the issue be corrected. If MYOB Practice is incorrect, delete the return, update the client's compliance settings and add the return again as the correct type. |