Pre-requisites

Practice Management version 11.2 including APS Cloud Services is a pre-requisite for this release in order to utilise TDS services and Web Return Lodgement features. Practice Management and cloud service information can be found here:  PM Product Page . A setup guide for TDS is also available from the NZ Tax Product Page 
 

B2B Windows Service 

From April 2020, IRD moved the last legacy system transactions over to the TDS service. IRD have subsequently terminated delivery of any transactions via the Tax Agent Web Service (TAWS).  There is therefore no need to install or retain this service. If it is still present on your system, you may remove it as it is now obsolete. 

Microsoft Access Runtime 

This release supports Microsoft Access Runtime versions 2013 and 2016, in addition to existing support for 2010.  Access Runtime 2003 and 2007 versions are no longer supported. Access Runtime is required only if you do not already have Office Professional package which includes the retail version of Access. 
 

Tax NZ 2021.Q1 release is the final stage of implementation of the Web returns lodgement feature, once this release is installed and configured you are able to start using the feature.  You'll find details of the features and functions for web return lodgements listed in our Tax NZ 2020.Q3 detailed release notes. 

Filing of INC Returns via Gateway services 

Filing of INC returns via Gateway services is now fully functional and available to all clients using Cloud Services. Once this 2020.Q1 release is installed, and the version control is run, you may take full advantage of these new features. Whilst it is not mandatory to use gateway services at this time, IRD will be switching off the ability to file returns via E-file in April 2021, therefore we encourage all clients to set up for and become familiar with the new web returns lodgement process prior to this deadline. 

Information on how to set up and use the INC returns web lodgement functionality is detailed in a separate Web Returns Lodgement User Guide document. 

TDS Transaction matching improvements 

In response to client enquiries, we have made some further changes to the matching logic for TDS transactions. System discards have been updated to result in fewer incorrect discards taking place. For example, assessed refunds and their associated transfers are now included instead of being discarded automatically. 

We have also updated the Insert Ledger Payment Transactions stored procedure to use the SUPS setting TDS Match: Payments up to Days Diff to determine the days range for matching: 

The stored procedure previously was hard-wired to use 14 days. You may wish to review this setting to check it meets your requirements. Providing a relatively high ‘Days diff’ value (eg. 21) will ensure very early or very late payments are still picked up by the auto-match process, if enabled.  

Since the last Tax release was made available, a number of issues have arisen that have warranted corrections to the software. These are made available to clients using interim hotfix files for version 2020.04 and are now included in this release. These are listed below with brief descriptions of the issue for reference.