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. If you sent the return to your client for review via the portal, and if the client approved the return via the portal, the status of a tax return is automatically updated to Ready to file. If you've sent the tax return to your client manually, when the client sends the signed return back to you, you need 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, follow the steps in Sending a tax return to a client - 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.
- 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.
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| 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.
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.
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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.
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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.
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| The filing data is also used to update Data reconciliation, including income tax, assessments and transfers. Also in Data reconciliation: |
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| Troubleshooting |
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| Troubleshooting |
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| Troubleshooting filing issues div |
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| This issue with attribution of income will be less relevant after 2022. Consider removing it in 2023.
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Attribution of income percentageIf you created a 2021 IR7 tax return for a Partnership or LTC on or before 19 July 2021, you'll experience an issue with the partnership attribution of income percentage. To identify and fix affected returns, see our help page. Credentials errorIf your myIR credentials have changed or you haven't filed in a while, you might receive the message:
To resolve this error, 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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