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Here's what we're working on this quarter.

These features are based on your feature request feedback, so keep logging your feature requests to add your voice to what you'd like to see!

We'll confirm what's coming in the next quarter in the Showcase.

Features, dates and details on this page are indicative only and may change.

To see when a feature that you see here becomes available, and for more help, keep an eye on the what's new page.

You can also view identified and resolved issues on the known issues page.

Features expected between 1 July and 31 August 2021

Coming soon!

Features expected between 19 May and 30 June 2021

Access and security
  • Access management for tax notices and data reconciliation
    You will be able to manage the access of users, based on their role, for tax notices and data reconciliation views. This will enable you to restrict users from accessing select functions in these views.
Tax returns
  • Customise tax statements
    You will be able to customise three areas on the tax statement:
    • the declaration
    • the footer
    • the privacy paragraph.
  • Calculate Working for Families
  • Display bank account details when preparing a return
    You will be able to check that the bank account held at IR is the correct account.
  • Expanding support for prepopulating tax return data from Inland Revenue
  • Auto creation of workpapers and schedules when receiving prepopulated data from and when receiving from other returns
    Allows the schedules to be created automatically when there is data to populate when data has been received for them.
  • Extend what data we distribute between IR6 and IR3
Tax notices
  • Customise tax notices
    You will be able to customise the opening paragraph of the tax notice.
  • Bulk change tax notice status
    At the tax notice dashboard, allow users to complete the following actions in bulk: Mark as: In review, Ready for client review, Sent, Not required
  • 2021 tax year compliance changes for Tax Manager
    Applying the 2021 tax changes to tax notices and data reconciliation, which includes the new individual 39% tax bracket and the ability to record other debits in a new field for income from PIEs.
Data reconciliation
  • Adding student loan, donation tax credits, working for families tax types in Data reconciliation.