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Don't have this feature? Talk to your Account Manager about upgrading Tax for your practice. |
New Zealand only To file a tax return, it must first New Zealand only You can file tax returns to IR individually or in bulk. Role permissionsYou need to have the Administrator role. Alternatively, if your practice has opted-in to additional tax-related roles, you can use the Compliance Administration role to see the button for filing. Return status UI Expand |
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title | Updating the return status to Ready to file |
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| The tax return must have a status of Ready to file. | This means has been reviewed, approved and sent to, and signed by your clientve a a and they've signed and returned it , when the client sends the signed return back to you, you | 'll need to open their tax return and click the Client approved and signed button, first.If you can't see this button, check the status of the tax returnneed to update the status individually or in bulk: UI Text Box |
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| - If you're updating the status of multiple returns in bulk, depending on how many returns you're updating, not all returns will update immediately. It can take roughly 10 seconds to update 100 returns. You can click Compliance list at the top of the page to refresh and see how many returns remain in the Pending signature status tab above the list.
- If you sent the return manually, but you can't see the Client approved & signed button, check the return status. If the status is In progress, In review or Ready for client review,
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| you must .When the tax return has a status of Ready to file, the File to IR button appears at the top-right of the page. - - NZ.
- If you want to make any changes before lodging, click Send for rework.
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title | Filing tax returns in bulk |
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| To file a tax return in bulk- Go to Compliance > Compliance list in either All clients or client-centric view.
- Select the Ready to file status tab to display only the tax returns that can be filed and to display checkboxes next to the tax returns to allow the returns to be selected.
Image Added - Either:
- select the checkboxes next to each tax return that you want to file
- if you're in All clients view, to select all tax returns that are ready to file, select the checkbox next to the Client name column header.
The File button and the number of selected tax returns are displayed above the list of returns. Image Added
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title | To file
| warning | Before filing in MYOB Practice, make sure you've visited your client's Data reconciliation page and clicked the Refresh IRD data button. You must do this at least once so that we can store the tax return data for use when tax notices become available. | | Don't see the button in your MYOB Practice page? Check if your practice has any Access Management restrictions. |
- Click File. The File with IR confirmation dialog window appears.
Image Added Click File. UI Text Box |
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| A message confirming that the returns were sent is displayed at the top of the page. The returns won't be filed or rejected until IR has finished processing the returns. When you reload or return to the page, any returns that have finished being sent are cleared from the list. The returns you selected go through the bulk sending process one at a time. So if you selected many returns to bulk send, they may not all have finished being sent yet when you refresh. After IR has processed the returns, the returns will have either a Filed or Rejected status. You can select the Filed or Rejected status tabs above the Compliance list to display only the returns with that status. You can also see more details about the filing status when you open individual returns. Image Added |
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| The filed data is also used to update Data reconciliation, including income tax, assessments and transfers. Also in Data reconciliation: |
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title | Filing individually from within a tax return |
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| To file a tax returnOpen the client's Tax return page and click Client approved and signed on the top-right of the page. The status of the tax return changes to Ready to file and the File with IR button appears. Click File with IR. Image Added UI Text Box |
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| Don't see the button in your MYOB Practice page? Check if your practice has any Access Management restrictions. |
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| After IR has processed the returns, the returns will have either a Filed or Rejected status. You can select the Filed or Rejected status tabs above the Compliance list to display only the returns with that status. You can also see more details about the filing status when you open individual returns. Image Added |
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| The filing data is also used to update Data reconciliation, including income tax, assessments and transfers. Also in Data reconciliation: - when you file an IR3 or IR3NR with an attached Student loan (SLS) or Working for families (WFF) schedule:
| and it's IR attachments are sent to Inland Revenue. Image Removed
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Troubleshooting lodgement issues Anchor |
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| Troubleshooting |
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| Troubleshooting |
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| Troubleshooting filing issuesCredentials errorIf your myIR credentials have changed or you haven't lodged filed in a while, you might receive the message:
To resolve this error, all you need to do is renew your myIR credentials from MYOB Practice. UI Expand |
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title | To renew the myIR credentials |
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| We can't file your return with Inland Revenue because the myIR credentials are no longer correct- On the error message, click Renew myIR credentials. The Agency details page appears.
- Click Renew myIR credentials on the top right of the page. The login page of the myIR website appears.
- Enter your login details and click Login. The Agency details page appears.
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| If the myIR login details are incorrect, you'll see a message on the myIR page. |
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| Each staff member using gateway services will need their own myIR logon, so you might need to set up unique myIR logins for staff that don't already have one. Learn more. |
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