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Web Lodgment Release Notes

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

VERSION 2.15.1 DEPLOYED 05/08/2022

UI

GST Returns

  • Fixed bug that was preventing GST returns from being created. ANT-1617  KA-05478

 

VERSION 2.15.0 DEPLOYED 04/08/2022

UI

AIM Returns

  • Fixed issue where the entity type would not be remembered in new returns.  ANT-1494 KA-05374

Auto Calc Returns

  • Fixed issue where the return was not recalculating when non-business expenses were claimed.  ANT-1570 
  • Fixed issue where RIT was out by the gross earner premium.  ANT-1511 KA-05431

Client and Assessed Returns

  • Added filtering by client tax number.  ANT-1612 

GATEWAY SERVICES

IR7

  • Fixed bug preventing an IR7 from being lodged. ANT-1615 KA-05474

INFRASTRUCTURE

  • Fixed issue where single quotes in client names would cause errors. ANT-1585

 

DEPLOYED 28/07/2022

TDS

Push Notification Processing

  • Fixed issue where not all OPCRD notifications would cause the relevant return to be updated to Assessed status. ANT-1560 KA-05429

 

VERSION 2.14.6 DEPLOYED 21/07/2022

UI

Assessed Returns

  • Fixed issue where losses to carry forward were not showing correctly. ANT-1520 KA-05427

GATEWAY SERVICES

IR7 Returns

  • Fixed bug with interest and dividend credits not passing through to the IRD for partnerships. ANT-1518 KA-05395

 

DEPLOYED 15/07/2022

BACK-END

AWS

  • Fixed issue with high error rates in specific lambda functions. ANT-1568

 

VERSION 2.14.5 DEPLOYED 08/07/2022

UI

Auto Calc Returns

  • Fixed issue where newly created Auto Calc returns were not pushed back to desktop. ANT-1529

 

VERSION 2.14.4 DEPLOYED 30/06/2022

UI

GST Returns

  • Fixed bug with provisional tax calculation. ANT-1498 KA-05382

GATEWAY SERVICES

TDS

  • Fixed bug where agents were unable to set up a link with the IRD. ANT-1542 

Transfers

  • Fixed bug where transfer didn’t go into the correct period.  ANT-1517  

IR6 Returns

  • Fixed bug preventing owners equity from being a negative value.  ANT-1521  KA-05428

 

DEPLOYED 23/06/2022

GATEWAY SERVICES

IR6 Returns

  • Fixed issue where 'Withdrawals from Trust" values were not sent to the IRD - ANT-1495 - KA-05402

 

VERSION 2.14.3 DEPLOYED 20/06/2022

UI

Client Details

  • Fixed issue preventing retrieval of client accounts from the IRD.

 

VERSION 2.14.1 DEPLOYED 01/06/2022

UI

Auto Calc

  • Fixed bug where Auto Calc dialog incorrectly thinks a CALC return exists, when it does not.  ANT-1506

TDS

PSN Processing

  • Fixed bug where return data could be updated, without an actual return existing. ANT-1505

 

DEPLOYED 31/05/2022

UI

Returns:

  • When CALC returns are triggered, a message to the desktop client is triggered to enable the return to also be created in the desktop. ANT-1425

BACK-END

Return report generation:

  • Updated IR3 Summary report based on 2022 changes. ANT-1233

 

VERSION 2.14.0 DEPLOYED 25/05/2022

UI

Returns:

  • Prevented CALC returns from being deleted. ANT-1448
  • When CALC returns are triggered, a message to the desktop client is triggered to enable the return to also be created in the desktop.  ANT-1425

Client Details:

  • Added ability to view and edit the bank account held by the IRD for a client's account. ANT-1357
  • This includes an audit trail, and the ability to view and download (as a .csv file) the audit data. ANT-1381

Assessed Returns:

  • Fixed issue where losses carried forward wasn’t displayed correctly. ANT-1437

 

DEPLOYED 16/05/2022

GATEWAY SERVICES

IR3 Returns:

  • Fixed bug where government subsidies field was not sent to the IRD. ANT-1469 - KA-05347

VERSION 2.13.1 DEPLOYED 12/05/2022

UI

Agent Admin:

  • Fixed bug where the refresh token was not stored correctly after enabling automation. ANT-1354

Assessed Returns:

  • Corrected how PIE debit is handled in the reconciliation display. ANT-1421 - KA-05313

TMNZ changes

  • TDS real time transaction fix. ANT-1442

DEPLOYED ON 28/04/2022

GATEWAY SERVICES

IR3 Returns

  • Added support for 2022 IR3 returns. ANT-1285

IR3NR Returns

  • Added support for 2022 IR3NR returns. ANT-1286

IR4 Returns

  • Added support for 2022 IR4 returns. ANT-1287

IR6 Returns

  • Added support for 2022 IR6 returns. ANT-1289

IR7 Returns

  • Added support for 2022 IR7 returns. ANT-1292

IR8 Returns

  • Added support for 2022 IR8 returns. ANT-1295

VERSION 2.13.0 DEPLOYED ON 14/04/2022

UI

GST Returns:

  • Fixed bug where total adjustment values retrieved from the IRD could be overwritten. ANT-1405

IR3NR Returns:

  • Fixed bug where current attachments weren’t listed on the return. ANT-1397

Client IRD Links:

  • Added RSP as a Tax Type that can be linked/delinked.  ANT-714

GATEWAY SERVICES

IR3NR Returns:

  • Fixed bug where IR833 attachments weren’t included in the payload when the return was filed with the IRD. ANT-1396

 

DEPLOYED ON 11/04/2022

BACK-END

ElasticSearch:

  • Added support for sorting and exact searches on Client, Partner and Manager names. ANT-765

VERSION 2.12.0 DEPLOYED 31/03/2022

UI

Returns:

  • Adjusted the amendment UI to allow amendment details to be entered for GST returns. Should also be more consistent for INC returns. ANT-130
    • As part of this, the Approved status has been added to the bulk update return status dialog.

Auto Calc Returns:

  • Added support for 2022 Auto Calc Returns. ANT-1117
  • Fixed incorrect case of PIE. ANT-1337

Client Returns List:

  • Moved the view returns button to sit next to the form type, to be consistent with the Assessed Returns list. ANT-1273
  • When the return requires an amendment, the view return button will also show a small icon to indicate this.

Assessed Returns:

  • Fixed bug that could cause an error when trying to view reconciliation details for an IR4 or IR8 return. ANT-1398

BACK-END

Returns:

  • Fixed an issue where the lodged On date could be removed from a return record. ANT-1048 - KA-05089

GATEWAY SERVICES

Swagger Documentation:

  • Document name, address and Bank API. ANT-1121

Auto Calc Returns:

  • Added support for 2022 Auto Calc Returns. ANT-1117
VERSION 2.11.1 DEPLOYED 21/03/2022 
Returns:
  • Fixed issue where returns could not be lodged. ANT-1383, KA-05281
VERSION 2.11.0 DEPLOYED 21/03/2022

UI
IRD Authentication:

  • Updated how we handle IRD authentication via MyIR. ANT-1253
    • This should also permanently fix issues with returns being lodged at IRD against a different user. ANT-1155, KA-05216
Assessed Returns:
  • Fix issue with losses carried forward being shown incorrectly in reconciliation details. Ant-1318, KA-05250
GST Returns:
  • Fixed potential bug to ensure GST returns are created under the correct tax year. ANT-1031
GATEWAY SERVICES
Auto Calc Returns:
  • Fixed bug where Auto Calc forms were asking for an Amendment reason. ANT-1157, KA-05164
INC and REB Returns:
  • Fixed bug where the tax year was not correctly included in transfer requests. ANT-1067

VERSION 2.10.2 DEPLOYED 09/03/2022
UI
General:

  • Ensured consistency in the detail tab between different form types. ANT-123
Navigation:
  • Agent link from breadcrumbs will default to client returns list. Ant-129
IR6 Returns:
  • Fixed bug where trustee income wasn’t showing in reconciliation details. ANT-1319 KA-05249
Assessed/Client Returns:
  • Fixed bug where selected items would remain after taking an action. ANT- 1097 KA-05197|

INFRASTRUCTURE
Added HSTS header. ANT- 1074

VERSION 2.10.1 DEPLOYED 23/02/2022

UI

 

Auto Calc Returns:

  • Fixed bug where Auto Calc forms were asking for an Amendment reason. ANT-1157 KA-05164

BACK-END

Return Status Notifications:

  • Fixed issue where IR3NR notifications would not be processed correctly. ANT-1150

INFRASTRUCTURE

  • Fixed potential XSS hole. ANT-1073

  • Fixed insecure CORS settings. ANT-1072

  • Increased Cloudwatch retention time for Gateway Services. ANT-1316

VERSION 2.10.0 DEPLOYED 10/02/2022

UI

 

General:

  • IRD access tokens will no longer be taken from the agent record, when present. Users will be required to manually log in to MyIR each day. ANT-1155, KA-05216

 

Returns; KA-05234:

  • Updated report creation to support other report types. ANT-1082
  • Added Summary report to the IR3, IR4, IR6, IR7, IR8, IR526 and CALC returns. ANT-4
  • Added Transfer Summary report to the IR3, IR4, IR6 and IR8 returns. ANT-432

 

Return Documents:

  • Added shortcut “View Document” button to document list. (Downloading multiple documents at once isn’t possible at this point in time.) ANT-1149

 

CALC Returns:

  • Fixed issue that was preventing IRD PAYE values from being mapped correctly to APS. ANT-1206

 

GST Returns:

  • Added validation to prevent negative adjustment values from being entered. ANT-1087, KA-05112

 

Assessed Returns:

  • Added Opening/Closing Imputation Credit Account balances from the IR4J to the Reconciliation Details display for the IR4. ANT-1159:
  • Added Opening/Closing Maori Authority Credit Account balances from the IR8J to the Reconciliation Details display for the IR8. ANT-1160:
  • Various other fixes to reconciliation display.
    • ANT-1180, Imputation Credit Accounts. KA-05173
    • ANT-1162, Losses Carried Forward. KA-05169
    • ANT-1182, IR8 Incorrect loss c/f amount in reconciliation page. KA-05198
    • ANT-1181, Display correct values in reconciliation pop up box for CALC Returns KA-05185

  

GATEWAY SERVICES

IR3:

  • Ensured that the overpayment of provisional tax field is always positive when sent to the IRD. ANT-1174.

 

Customer Services Suite

  • Added back end support for IRDs Customer Services Suite.

 

VERSION 2.9.1 DEPLOYED 15/12/2021

UI

Returns:

  • Fixed issues with creating and retrieving documents.  ANT-1212 - Cant create GST Summary report DONE

VERSION 2.9.0 DEPLOYED 15/12/2021

UI

Returns:

  • Added ability to delete returns from the return page.  ANT-1080 - Return deletion button 

Assessed Returns:

  • Fixed issue preventing notes from being saved.  ANT-1175 - Notes field not saving in Web Reconciliation page. PRODUCTION READY
  • Ensured losses are always displayed in brackets.  ANT-1178 - Losses in reconciliation box to be shown in brackets PRODUCTION READY

 

VERSION 2.8.0 DEPLOYED 30/11/2021

UI

Assessed Returns:

  • Added ability to also accept data, when bulk updating returns to Assessed-Ok status.  ANT-1156 - Add Accept data option to the bulk Update Returns popup. DONE

GST Returns:

  • Fixed issue where GST returns were editable once they passed the Lodged status.  ANT-1130 - GST returns editable after lodged state DONE
  • Fixed a potential issue that could result in an incorrect value in Box 10.  ANT-1135 - Possible issue with Box 10 in web GST forms. DONE

BACK-END

Notification Processing:

  • Both standard and return status notifications will set the assessment date correctly when processed. (KA-04897) ANT-738 - Set Assessed On date to date received not date processed DONE

 

VERSION 2.7.1 DEPLOYED 17/11/2021

Assessed Returns:

  • Fixed issue where accepting reconciliation data would cause an error.  ANT-1147 - Error failed to fetch when accept reconcilaition page DONE

VERSION 2.7.0 DEPLOYED 15/11/2021

UI

Returns:

  • Fixed issue where documents attached to notifications could not be retrieved from the IRD.  KA-04874  ANT-1066 - CLONE - Web - Document system - fix issues with downloading documents DONE

IR3 Returns:

  • Fixed issue where a newly created IR3 Summary would not always immediately be visible in the document list.  ANT-1014 - Create IR3 Summary report- entry does not show unless refresh but is created DONE

Assessed Returns:

  • Updated assessment reconciliation process.  ANT-979 - Update assessed return reconciliation process. DONE

VERSION 2.6.98 DEPLOYED 04/10/2021

Agent Details:

  • Fixed bug where button to retrieve an Auto-Calc return from a SELIIT Return Status notification, was visible on every notification type.

VERSION 2.6.96 DEPLOYED 30/09/2021

UI

General:

  • Implemented a silent refresh mechanism. This will prevent users from being logged out while actively using the app.  ANT-975 - Web Lodgements - add a silent refresh token so clients aren't logged out TESTING COMPLETE
    • Known issue: When the silent refresh occurs (every hour), if the current page contains a table, it will reset to its initially loaded state but the selected filters will not change. Clicking “Apply Filters” will enable the correct data to be shown again.
  • Fixed bug that was preventing the tax year-end month from being changed.  ANT-309 - GST period change does not become set for subsequent years. TESTING COMPLETE

GST Returns:

  • Fixed issue where missing (or incorrect) minor form type would cause "toFixed" errors.  ANT-1033 - Cannot read property 'toFixed' error when lodging GST returns TESTING COMPLETE
  • Added support for GST account number to other IRD queries.  ANT-1019 - Use of the GST Account Number (MCP 62433) TESTING COMPLETE

Auto Calc:

  • Fixed issue where an amendment reason was expected when attempting to lodge, but not actually required.  ANT-1036 - Confirming an auto-calc is expecting an amendment code and amendment reason DONE

Agent:

  • Added IRD number filter to return status notifications.  ANT-1032 - Agent Page / IRD Return Status Notifications - add Filter and sorting options TESTING COMPLETE

Returns:

  • Added list of attachments on return to Details tab.  ANT-957 - Enhancement - Add 'indicator' to in web screen to show a form was attached to the return filed - Harris Taylor 60051 TESTING COMPLETE
  • Fixed bug that sometimes caused "Record has been updated by external source" errors.  ANT-757 - Message when lodging/status update - Saving GST / IRx Return failed.  Record has been updated by external source. IN PROGRESS

Assessed Returns:

  • Added ability to bulk retrieve return details from the IRD.  ANT-713 - Enhancement - assessed Returns page - Add functionality to "Bulk Retrieve" for all or selected Returns TESTING COMPLETE

BACK-END

  • Added headers for PIE Income, Govt Subsidy and Loss carry back to IR3 and IR3NR summary report.  ANT-845 - Add new Keypoint to IR3 and IR3NR Summary Web Report. DONE

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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