This document is a summary of what is included in the NZ Tax Management 2021.Q2 release.
It includes all corrections since the April 2020.04 release and any enhancements to the functionality. Each release is also a full version, if you have not installed earlier releases, or corrections, these enhancements and corrections will also be present when this release is applied. The contents of the previous Release Notes are also available via the MyAPS portal: NZ Tax Product Page'
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.
Enhancements for this release
The NZ Tax 2021 Q2 release was primarily been focused on the development of INC returns lodgement functionality via IRD Gateway services, as a replacement for E-file.
This release provides further functionality that will also allow return notifications to be received from IRD and processed via the app in a separate grid.
E-file lodgement will cease to be available via our software and via IRD’s E-file facility, IRD will decommission this service on April 16th 2021
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 2021.Q2 release is installed, and the version control is run, you may take full advantage of these new features.
Web Lodgement Notices of Assessment
Reconciliation Details are now selectable and sync back to desktop for the purposes of rollover at year end.
Enhancements to Desktop software this release
Due to the amount of new functionality being added by the Web Lodgement via Gateway services, enhancements for this release are limited to providing the various new Keypoints to support 2021 legislation changes by IRD. No other enhancements to the desktop software are being made for this release, except some small changes required to support the new Gateway Services functions, and any hotfix files for specific bug fixes which are listed at the end of this document.
2021 Tax Returns additions are explained briefly here.
2021 Tax Return changes
IR3 new Keypoints are KP 26 Government Subsidy, KP32 Loss Carry back, and Portfolio Investment Entity (PIE) calculations fields.
Government Subsidy and Loss Carry back are simple single fields where an amount and description only is entered.
Further expansion of the PIE Income field shows the entry detail where we default the PIR Rate to the highest at 28%. You may edit this when entering the keypoint to the required value. IRD will shortly be providing a PIE rates calculator which can be used to determine the correct rate for your client.
A later enhancement to our functionality will be to integrate our form with the IRD calculator, and we intend to make this available later in the year.
IR3NR returns now contain KP 23 Government Subsidy and KP29 Loss Carry Back. PIE fields are not required for IR3NR:
IR4 returns now contains new KP 28 Loss Carry Back:
IR6 form now contains new Keypoint KP23 Loss Carry Back:
Fixes included in this release
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 and are now included in the 2021 Q2 release. These are listed below with brief descriptions of the issue for reference.
|Software Application||Summary of Issue||KB Ref||VM Ref||
|Microsoft ODBC Error in tax list when assessment related attribute is included in Output fields||KA- 04558||ANT-387||25/03/2021|
|IR8 is missing ability to carry fwd Residential rental amounts||KA-04487||ANT-312||25/03/2021|
|Version control Q1||Version control errors when using Sql server 2008R2. Although this version is no longer supported, we have produced a fix for this issue to replace the Q1 release version control.||KA-04540||ANT-344||Version control vNZTax_94291.mdb||25/01/2021|
|901 /Ledger Balances||Clients were able to re-synch on an approved 901 with a 0 value, causing the 901 amount to change incorrectly where a prov outstanding amount exists.||ANT-178||aTNAdmin.dll
|Tax Manager (web returns)||IR3 and IR3NR returns with a part year flag of reason ‘deceased’ are rejected by IRD when filed via the Gateways services. Incorrect apostrophe has now been removed, clients should reprocess the affected returns in Tax Manager from WIP and re-lodge.||ANT-338||Aps_t.mde||25/01/2021|
|Tax Manager||Clients using ‘Ledger Update via Workflow’ option and who begin using Gateway services to lodge, received a ‘createblob’ error and/or a checksum error when using Workflow.||KA-04547||ANT-376||Aps_t.mde||04/02/2021|
|Tax Manager/Rollover||Future/Final Return ledger creation for early balance date clients. This is in lieu of the usual January release. Can be applied only using Q1 release components.||vNZTax_94296.mdb||03/02/2021|
|Tax Summary Report||ACC Liable earnings values incorrectly included under Tax Credits Earned on Tax Summary Report when IETC amount also exists.||KA-04546||ANT-378||aTNReports.exe
|Tax Manager/View Web return||When viewing web return, the url for IR3NR returns was incorrectly specified, causing a blank page to display.||KA-04576||ANT-391||APS.NZTaxUtils.dll||18/02/2021|
|Tax Consoles||Large error message referencing a missing stored procedure experienced when opening any tax return band, 901 console or Compliance/Ledger pages.||KA-04570||ANT-380||vNZTax_94297.mdb||17/02/2021|
|Tax Manager||Amendment to process when lodging return to Web/Gateway services. If the return fails to create, an error log is created, and the Workflow status will revert to Signed instead of Ready to Lodge.||ANT-394||Aps_t.mde||18/02/2021|
|Tax Consoles||Error when running a General rollover due to incorrect query logic.||KA-04581||ANT-388||vNZTax_94298.mdb||18/02/2021|
|Tax Console/Tax Manager||When setting to Ready to Lodge, return fails to create with no error, or shows ‘Bad Gateway’ error message. Error is caused by invalid characters or carriage returns being entered into address or text fields, these are now removed.||KA-04588||ANT-374||vNZTax_94299.mdb||22/02/2021|
|Tax Lists||Matter related columns missing from output, when using future year query.||KA-04607||ANT-407||vNZTax_94300.mdb||26/02/2021|
|Tax Manager||Expenses, Loss Claims and Donation keypoints have updated validation to meet Gateway services lodging requirements.||KA-04572||ANT-398||Aps_t.mde||01/03/2021|
|Tax Manager||Bad Gateway/ syntax error on sending returns to Web for lodgement, where return contains an attachment e.g. IR4S Shareholder details. Occurs where there is an unseen blank entry.||KA-04598||ANT-417||vNZTax_94301.mdb
Fix also deployed via TDS
|Tax Console||Tax console returns (IR8, IR526, IR215) show checksum of xxxx when locked.||KA-04624||ANT-433||APS.NZTax.Windows.dll||08/03/2021|
|Tax Console||Workflow update to status flags, to allow web return to be opened from desktop console return types (IR8, IR526, IR215) once set to Ready to Lodge (right click Open Web Return) from selection page.||KA-04635||ANT-400||APS.NZTax.Windows.Filters.dll||09/03/2021|
|Tax Console||Validation issue with % of shares in the IR215 return. Set minimum 10% validation per IRD specs.||ANT-441||APS.NZTax.Windows.dll
|Tax Lists||Update to fix missing pre-saved Tax List selections||KA-04607||ANT-407||vNZTax_94303.mdb
|Tax Manager||Validation corrections for
Dividend Imputation credit and Dividend income RWTCredits cannot be greater than Dividend Income amount. This is now validated in the desktop tax return.
|Tax Manager||Update to place IRD no 000-000-000 instead of null which caused an error in web lodgement in IR7||KA-04673||ANT-408||Aps_t.mde||13/03/2021|
|Tax Consoles||IR215 Reports show Draft when in Locked status due to incorrect checksum logic||KA-04650||ANT-471||APS.NZTax.Windows.dll
|Tax Consoles/Client Onboarding for Web||Prov Tax Calc method values not being correctly set when updating client record to web via launching a new Web return.||KA-04656||ANT-469||APS.NZTax.Utils.dll||17/03/2021|
|Tax Manager||Incorrect allocation of subvention payments causing validation error when lodged via Gateway Services.||KA-04675||ANT-473||Aps_t.mde||18/03/2021|
|Tax Manager||Web lodgement validation error NWRT total dividends cannot be 0 when total dividend credits is not 0.||KA-04615||ANT-426||Aps_t.mde||18/03/2021|
|Tax Manager||Update to place IRD no 000-000-000 instead of null which caused an error in web lodgement In IR4s and IR6B||ANT-491||Aps_t.mde||19/03/2021|
|Tax Manager||Update to fix Expenses claims issues where expenses incorrectly equalled return income.||KA-04657||ANT-478||Aps_t.mde||23/03/2021|
|Tax Consoles||Error ‘Nullable object must have a value’ when set return to Ready to Lodge||KA-04691||ANT-513||APS.NZTax.Utils.dll||25/03/2021|
|Tax Manager||Incorrect negative values error in IR4 caused by subvention payments and/or loss carry forward.||KA-04599||ANT-405||Aps_t.mde||24/03/2021|
|Tax Manager||IR6 error-Bad gateway-null values incorrectly handled.||KA-04702||
Fix also deployed via TDS
|Tax Manager||IR4 Bad Gateway error-missing entry for Refund transfers||KA-04694||ANT 522||
Fix also deployed via TDS
|RIT threshold 2021 value update||KA-04730||ANT-529|