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Web Lodgment Release notes

The following updates have been applied to the Reckon APS NZ Tax Web Lodgment Application

VERSION 2.5.92 DEPLOYED 15/09/2021

Fixed bug preventing the display of return status notifications.

VERSION 2.5.85 DEPLOYED 13/09/2021

Fixed issue with auth not working correctly.  ANT-1024 - Clients unable to access Web Lodgement - This site can't be reached DONE

VERSION 2.5.84 DEPLOYED 13/09/2021

UI

Navigation:

  • Added link to MyIR to the left Navigation menu.

Agent:

  • Return Status notifications (Also known as push notifications) are now viewable from the Agent Details page.

Auto-Calc:

  • Auto-Calc returns can now be retrieved from the IRD, from the new Return Status notifications list.  ANT-83 - Auto-calc INC form TESTING COMPLETE

GST Returns:

  • When doing a prepop from IRD action, both the GST Ratio Percentage and minor form type will be filled based on the data provided from IRD.  ANT-606 - Include GSt ratio value in Prepop if exists TESTING COMPLETE   ANT-579 - Prepopulate the minor form type using GST Prepop. TESTING COMPLETE

VERSION 2.4.82 DEPLOYED 19/08/2021

UI

Returns:

  • Fixed issue where a document could only be uploaded for a return when the return had a status of Lodged.  ANT-859 - Uploading a document should be available once a submissionKey exists. DONE
  • Allow IR526s with a future calc date to be lodged.  ANT-886 - Lodge IR526 returns even when the IR3 lodgement is future dated. DONE

Assessed Returns:

  • Fixed reconciliation details issue where the IRD value was 0 and the difference was off by 1.  ANT-824 - The Total taxable Income on the Reconciliation details is 0 for the IRD DONE

GATEWAY SERVICES

Filing Returns:

  • Ensured IR10 is properly included with the IR7 and IR4.  ANT-587 - Ensure IR10 is included in the IR7 XML. DONE   ANT-586 - Ensure IR10 is included in the IR4 xml. DONE
  • Ensured provisional tax information is included when the minor form type is set to any of the 103 types.  ANT-739 - Asset sale adjustment in ratio GST return DONE
  • Ensure other income is included with the IR10 details.  ANT-864 - IR3 with IR10 reported KP10-Other Income not received by IRD (Check all return types IR3, IR3NR, IR4,IR6,IR7 AND IR8) DONE
  • Allowed pie tax credits to be negative.  ANT-836 - PIE Losses and Negative PIE Deductions for 2021 Auto Calcs and 2021 IR3 returns DONE
  • Fixed issue where saleOfProperty was mapped to an incorrect field.  ANT-856 - about saleOfProperty amount/field not being provided on IR3 return fil amount/field not being provided on returns filed DONE
  • Added IR833 attachment to IR3,4,6 and 7. ANT-904 - Add to Reckon.IRD.GatewayService - Attach IR833 to an IR3, IR4, IR6, IR7 DONE
  • Fixed issue preventing the status and return for an IR526 from being retrieved.  ANT-961 - IR526 status update returning Invalid Filing Period (CA 60651) DONE

09/07/2021VERSION  2.4.80 

UI

Returns:

  • Fixed bug preventing the Lodge Return button from being visible.  ANT-872 - Lodge Return with IRD button missing from within web tax returnDONE

28/06/2021 VERSION 2.4.78  

UI

Returns:

  • Fixed issue preventing retrieval of documents from the IRD.  ANT-698 - Web - Document system - fix issues with downloading documents DONE

Assessed Returns:

  • Fixed issue where IRD losses showed as 0.  ANT-750 - Reconciliation Losses Difference DONE
  • Corrected when the assessment date is set.  ANT-738 - Set Assessed On date to date received not date processed DONE

Client Returns:

  • Fixed issue where returns with a future calculation date could be lodged.  ANT-857 - Future Dated returns being allowed to be filed in Web (McCulloch 57875) DONE

Client IRD Links:

  • Fixed issue preventing update of individual client IRD links.  ANT-769 - Error updating link status in ird links page DONE

GST Returns:

  • Fixed hole where adjustment and credit adjustment totals wouldn't be included in calculations.  ANT-835 - Graham Brown 56463 - GST entry form & GST Summary report incorrect DONE

GATEWAY SERVICES

Filing Returns:

  • Fixed validation error around shareOfResidentialIncome field on IR7 returns.  ANT-649 - XML Validation Error DONE
  • Fixed IR10 details for an IR6 and IR3 not being sent to IRD.  ANT-744 - IR10 details not received by IRD for an IR6 and IR3 return (Harris Taylor 54621) DONE
  • Fixed totalTaxCredits being negative on an IR3 when IRD expects positive.  ANT-743 - IR3 - Totaltaxcredits is invalid type positive. Sending a negative value to IRD DONE
  • Fixed otherCurrentLiabilities field on AIM returns to always be positive.  ANT-760 - AIM error when lodging, negative value in xml DONE
  • Fixed error with missing creditRecipientList for 2020 AIM returns.  ANT-761 - AIM error -credit recipient list is empty DONE

Saving Returns:

  • Fixed issue with "Record has been updated by external source." error. This error message is technically correct, but should not have been happening when it was.  ANT-757 - Message when lodging/status update - Saving GST / IRx Return failed.  Record has been updated by external source. DONE

16/06/2021VERSION  2.4.77 

UI

Gst Returns:

  • Fixed bug where a clients ratio percentage of 1% was calculated as 100%.  ANT-833 - where a clients ratio is 1% ,web GST returns calculates at 100% DONE

31/05/2021 VERSION  2.4.75  

UI

Returns:

  • Updated the Retrieve IRD Status call so both on-time processed and late processed trigger a return to be moved to Assessed. Previously only an IRD status of on-time processed would trigger this.

20/05/2021 VERSION  2.4.73  

UI

General:

  • Web Lodgements in app messaging is now active, APS will be able to share planned and unplanned outages or interruptions to lodgements as well as training and other information directly in the Web lodgements application via the APS messenger. 

Client IRD Links:

  • Added partner/manager name filters.  ANT-620 - Client IRD Links page: partnerName filter. managerName filter. DONE

Assessed Returns:

  • Updated radio button colour so it's more easily visible.  ANT-704 - Reconciliation Details screen radio buttons not visable DONE
  • Added IRD status to table.  ANT-685 - IRD status on the Assessed returns page so we can see which are late processed DONE  

Assessed and Client Returns list:

  • Added sorting to most fields.
    • This doesn't include client name sorting yet, as this still requires some extra backend work. 

 

GATEWAY SERVICES

GST:

  • Use the ACC identifier when a user has more than one active GST account.  ANT-591 - Unauthorised Delegation for GST where there are multiple GST Accounts  DONE

IR7:

  • Corrected mapping for business income.  ANT-612 - Lodged IR7 with Business Income values but IRD received a nil return DONE

 

11/05/2021 Version 2.4.71  

UI

Assessed Returns:

  • Display the actual RIT amount (and highlight when there is a discrepancy) in the list when data from IRD is available.  ANT-683 - Assessed Returns Page, RIT values are not displayed where the Reconciliation Details button is available
  • Hide Reconciliation details and RIT amount for GST returns.  ANT-691 - Assessed Page - Change Reconciliation Details pop up for GST Returns

BACK-END

GST Returns:

  • Corrected GST Summary Report due date  ANT-602 - GST Web Summary report Due Date incorrect 

2.4.70  VERSION  10/05/2021

UI

Returns:

  • Added full error description to lodge failed error display.

GST Returns:

  • Fixed potential issue preventing GST returns from being lodged from the returns page.  ANT-598 - GST Returns Lodge button at the return level does not lodge the returns

06/05/2021 VERSION  2.4.68  

UI

Agent details:

  • Fixed bug preventing enabling of automation.  ANT-676 - Can't turn on "Enable Automated Tasks" button 

Assessed Returns:

  • Retrieve button Added to retrieve IRD notification data return from the IRD to individual rows.
    • it will either show "Retrieve" button (if the data has not yet been retrieved from IRD) , or "Reconciliation Details" button (if the data is available already)

30/04/2021 VERSION  2.4.67 

UI

Agent Details:

  • Automatic status update setting available,  this is required for returns to automatically move from lodged to assessed state when an RTNCMP notification is received.

Assessed Returns

  • Added client name filter.
  • Added lodged returns to the page, so they can be moved to assessed in bulk.
    • This is more to deal with returns that haven't automatically moved from lodged to assessed when an RTNCMP notification has been received.

 29/04/2021 VERSION  2.4.65  

UI

GST Return:

  • Provided a dropdown on the Details tab allowing users to select the minor form type.
    • This is the first part of the solution for KA-4718  ANT-544 - GST lodgement error "invalid minorFormType:undefined -  . If users aren't sure what minor form type to select, the Prepop data from IRD will have the expected minor form type.

Assessed Returns:

  • Hide decimal places for total taxable income in the reconciliation details dialog since IRD doesn't provide decimals in their data.

Agent details:

  • Fixed bug preventing scheduling from being correctly enabled. ANT-604 - Tax Agent page - Enable Scheduled Tasks button report an error 

Client details

  • Fixed bug preventing filing obligations from being retrieved and displayed. ANT-607 - Retrieving filing obligations generates an error
    • This affected both INC and GST filing obligations.

19/04/2021 VERSION  2.4.64  

 

UI

Agent TDS:

  • Fixed bug preventing agent data from being updated after a link/delink request.

Assessed Returns:

  • The reconciliation details button is only visible when data from the IRD is present for that return.
  • The reconciliation details dialog now allows users to select a set of data to accept. 

IRD Notifications:

  • IRD notification data now uses pagination.
  • IRD notifications in the agent context includes client name and notification type filters.

Returns:

  • Added lodgement failure details to return page when present.

BACK-END

IRD Notifications:

  • Added support for pagination.

Gateway Services:

  • Added support for new 2021 income return key points.

​​​​​​

06.04.2021 - VERSION  2.3.61  

UI

Client IRD Links:

  • Fixed bug preventing the "Update all Clients" button from doing anything.  ANT-531

 

06.04.20.21 - VERSION  2.3.59  

UI

Returns:

  • Fixed bug preventing IR8/8J returns from properly retrieving the status from the IRD. ANT-515

Client Returns:

  • Made lodgement failed error messages visible again. ANT-516

25.03.2021 - VERSION  2.3.58  

UI

Agent - Client Returns:

  • Fixed bug causing errors after retrieving the IRD status for a specific return in the list.

24.03.2021 VERSION  2.3.56  

UI

Converted table display on the following pages in the Agent context to use pagination (ANT-403):

  • Client IRD-Links
  • Client Returns
  • Assessed Returns

Client details:

  • Added field to allow users to enter a GST Account Number for customers that have multiple GST accounts with IRD. Only the digits are required, eg: If the GST account number is GST134, only 134 needs to be entered. ANT-422.

Return details:

  • Ensured that both the amendment reason and details are required before submitting an amended return. ANT-415. - KA-04608

08.03.2021 - VERSION  2.2.55  

UI

Returns:

  • Updated the Retrieve IRD Status action so it correctly sets the return status to Assessed if the IRD status is Ontime-Processed.

BACK-END

Returns:

  • Corrected IR6 lodgement so IR6B data is correctly sent to the IRD

16.02.2021 - VERSION  2.2.53   

UI

Return pages:

  • For IR3 returns, added a create summary button to the Documents panel. This will generate a tax summary for that return.
  • Allow the return to be lodged when its status is Lodge Failed.

Client details:

  • Moved sections into their own tabs, instead of everything being on a single page.

Agent Returns List:

  • Fixed bug prevent Lodge Failed returns from being selected.
  • Added button to each row to retrieve the IRD status for that individual return.

14.012.2020 - VERSION  2.0.45  

UI

General:

  • Some behind the scenes updates and bug fixes.

Agent details:

  • Added new Admin panel, that can only be viewed with the new Agent Super User permission.

Agent assessed returns:

  • Added new agent level Assessed Returns page, that allows viewing of and updating of returns that have been assessed by the IRD.

01.12.2020 - VERSION  2.0.44  

UI

Fixes

  • All individual return pages now include /return in the URL. Attempting to load a specific return will automatically redirect to the correct URL.
  • Fixed bug where a GST return would attempt to lodge twice, causing an error with the second attempt.

 

16.11.2020  -Version 2.0.43

Fixes
 

Client returns list

  • Fixed bugs around selecting returns, ensuring that only returns which can be lodged are selectable.
  • Fixed some issues around showing when a return requires an amendment.

Client GST panel

  • GST period months cannot be changed when a return exists for that month.
  • When a GST return exists, it is always included in the GST period months.

Documents

  • Errors from retrieving either a single document or a list of documents from the IRD should always be displayed in the appropriate contexts.

 

 

09.10.2020  -Version 2.0.41

Fixes

Client returns list:

  • Drill into any return regardless of status via new 'View return details' button on each row
  • Visual cue identifying amended returns requiring specific amendment reason details to be entered

Client:

  • New Tax Years panel providing each active tax year's from & to date
  • GST panel enhanced to display editable period end dates for each active tax year

 

01.10.2020 -Version 2.0.40

Fixes

  • Fixed issue where a single notification would be duplicated in the display list

 

Stay Informed 

Please refer to the known issues article NZ Tax Known Issues 2020 or for more information like featured articles and previous Release Notes, refer to the NZ Tax Product Page

 

Related Products: APS TAX NZ
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