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As information from our Top Solutions for Tax Intermediaries page becomes less topical, we'll move it to this archive so it can still be easily accessed

Archived issues and solutions for tax intermediaries

We're constantly working to address and resolve the issues on other sections of our top solutions for tax intermediaries page. As we resolve these issues, or they become less topical, we'll move them to this archive so they can still be easily accessed.

All of the information on this page is still accurate, but isn't a top issue affecting tax intermediaries at the moment. For the current top issues and solutions for tax intermediaries, return to our main page.

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Income summary (archived)

More information on these issues can be found on our Progress updates page.

Tax deducted

We’re aware that the income summary in myIR does not show if tax deducted is PAYE or withholding tax (for schedular payments). Some tax agents have reported that this has made filing income tax returns for clients more difficult.

If you file an Individual tax return - IR3 in myIR, this information will prepopulate into the return automatically.

Alternatively, you can find the tax code for each deduction by selecting View details in the income summary in myIR.

If you use E-File, you can find this information in the summary of earnings for each client.

We appreciate that this continues to cause frustration. The solution requires further development and we want to make sure that it’s working as it should before we publish it. We expect that this will be fixed by Mid-July and we’ll update this page as soon as we have more information.

ACC levy

We’re aware that you're unable to see the tax paid and ACC levy in the income summary. You can view the ACC levy details by selecting Export details in the Income Summary. We’re continuing work to make this information easier for you to see and we’ll let you know once it’s in place.

We appreciate that this continues to cause frustration. The solution requires further development and we want to make sure that it’s working as it should before we publish it. We expect that this will be fixed by Mid-July and we’ll update this page as soon as we have more information.

Archived 19 July 2019

Income tax return reminder web messages

We’ve listened to your feedback on this, and have made a change to the income tax return reminder web messages for your clients.

Income tax used to follow the same rules as the other tax types; for example, we looked at the mail redirect on the income tax link to determine whether a reminder was needed.

Now, clients you’re linked to for income tax will no longer receive any web message to advise them that their return is ready in myIR or their return is due in three days, whether or not the mail redirect is on.

We haven’t changed any of the other return types. So, for example, GST and FBT will still look at the mail redirect to determine who is filing the return and whether a reminder message is needed.

Archived 26 June 2019

Letters (archived)

We’ve received feedback that in some cases the following letters were going to clients instead of the tax agent:

Incorrect PIR letter

This letter was set to issue to clients instead of following the mail redirect. This has now been fixed and letters will follow the mail redirect.

Notification of direct debit letter

This has been designed to issue to the recipient of the refund (that is, whose bank account the money is being deposited into – in most cases, this will be the client). This is working as designed. If you’re using the new refund redirect to route refunds to your own bank account, this letter will go to you instead. Changing this letter will mean your clients receive refunds without knowing where they came from.

Request bank account details letter

This letter was issuing repeatedly. This has now been fixed.

As a reminder, there is some mail will never be redirected. This includes linking letters and refund bank account change’ that will always go to the client.

There are also situations where the client will be notified even when the mail is redirected to the tax agent. This includes the 2nd overdue debt letter (this follows the ‘old’ rules) and the Summary of account.

Archived 26 June 2019

Amend provisional tax amount

When filing GST, you can no longer manually amend the provisional tax amount to $0.00.

As a temporary work-around, you can instead amend the amount to $0.01. When you get to the payment page you can change the payment to be the GST amount, if that is what you want to pay.

We have now resolved this issue.

Archived 17 May 2019

Paper IR3 forms

We have now sent out paper IR3 return forms for the 2018-2019 tax year.

Some customers are surprised to get one of these forms, as they might not have needed to file one in the past.

They will have received an IR3 return form because we can see that, within the last two years, they’ve been listed as:

  • a shareholder-employee,
  • a beneficiary of a trust,
  • a partner in a partnership, or
  • a look through interest/owner (LTC).

If you received one of these forms, you will need to fill it out and return it to us by 7 July. The easiest way to file is in myIR.

Archived 15 May 2019

Refunds for individuals

The end of year tax process has changed for individuals. All individuals – regardless of if they have a tax agent or not – should make sure their contact and bank details are up to date. For more information, check out ird.govt.nz/changing-for-you.

Archived 7 May 2019