This document is a summary of what is included in the NZ Tax Management 2021.Q3 release.
It includes all corrections since the April 2021.Q2 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
PM Version 11.2 is the minimum Practice Management release that has been tested with this Tax Management release. Please ensure you have at least PM 11.2 and its Corrections since Release installed.
This is due to the requirements of TDS (Transactional Data Services) which has been available since the April 2019 release. PM versions prior to version 11.2 are acceptable only if you do not use TDS services currently to receive IRD transaction downloads.
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
NOTE: As previously advised, support for SQL 2005 and 2008 have ended.
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 Q3 release provides further enhancements to Gateway services functionality, namely the ability to Prepop IR3 returns via gateway services to our desktop application, and also to receive Autocalc return notifications and process these via Web and Desktop applications. Autocalc features are expected to be released to cloud by end of July.
Enhancements to the desktop application itself are mostly limited to bug fixes however to provide correct integration and updating of data back to the desktop application, we also need to update a number of the desktop component files, so these and hotfixes since April Q2 have been rolled up into one release installer.
E-file lodgement has ceased to be available via our software and via IRD’s E-file facility, IRD decommissioned this service on April 16th 2021. Lodging of returns is now handled solely via Gateway Services.
Prepop IR3 data from IRD
When IRD have sent over Prepop data, this is shown as a Notification in the Web form. Prepop for an IR3 is the replacement for SOE notifications that IRD used to send previously.
In Tax Manager, the details contained in the Prepop notification can be automatically added into the return.
The option is now available to add this when initially creating the return in Tax Manager:
This checkbox is unticked by default, if you wish to add the income details then please check the box, then proceed to Create Return.
If this is not selected at this time, it can be done later.
This may take a few minutes to fully complete:
This will then add to the details received from IRD into the relevant sections and keypoints in the return:
These can be further edited if required, just like processing a return normally.
Alternatively, if the return has already been created, or for any reason the checkbox was not selected on initial creation, the same process can be done by selecting the ‘Add Income details held by Inland Revenue’ button at the top of the Tax Return tab in the return itself:
This will populate the various keypoints using IRD data in exactly the same way.
If the IRD Prepop data has already be retrieved, it may be retrieved again, if for example the retrieved data has been edited for any reason and you wish to re-update this. If this is the case, a message will be shown, advising that any existing data will be overwritten:
Please note that if any amendments or manual entries have been made to the return, when updating using IRD data this will overwrite all keypoints that you have amended. If those amendments are still required after re-updating the prepop from IRD, they will need to be entered again manually.
Additionally, it will not be possible to retrieve Prepop data to a return once that return is locked, an error message will display if this is the case:
If you still wish to retrieve Prepop, then return must be set back to WIP.
Messages shown where there is an error/ IRD do not have any prepop data/ tax type is not supported etc
Options to update/overwrite return.
Income tax types covered
If return exists/ is locked already.
We have now added the ability to include the Notes field from the NOA screen into Tax Lists.
This is added to Tax Lists in the usual way by selecting from the list of Attributes under Tax, Assessment.
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 Q3 release. These are listed below with brief descriptions of the issue for reference.
|Software Application||Summary of Issue||Knowledge Article||VM Ref||Components||Date|
|Version control||IR6 Current year loss not treated correctly.||KA-04772||ANT-575||vNZTax_94313.mdb||19/04/2021|
|Tax Summary Report||Summary Report is incorrectly representing RIT Uplift calculations.||KA-04774||ANT-590||aTNAdmin.dll
|Bulk Rollover||Incorrect Prov threshold used in bulk rollover process (individual rollover ok)||KA-04774||ANT-594||aTNAdmin.dll||21/04/2021|
|Tax Manager||Loss claims rollover to incorrect KP (25 not 27)||ANT-593||vNZTax_94314.mdb||21/04/2021|
|Tax Manager/Tax Console||IR538 (PTS) form’s keypoints not available and error on reports in console.||KA-04762||ANT-600||Aps_t.mde
|Tax Console||Update to RIT calc text on IR8 Reports.||KA-04766||ANT-603||APS.BusinessLogic.NZTax.dll
|Tax Summary Reports||Other income amount missing from Tax Summary (but included in Total).||KA-04758||ANT-605||Aps_t.mde
|Tax Manager||IR6B Beneficiary credits not received by IRD||KA-04767||ANT-597||vNZTax_94317.mdb||28/04/2021|
|Tax Manager||Family Tax Credits incorrect calculations||KA-04768||ANT-615||vNZTax_94317.mdb||01/05/2021|
|Tax Manager||Incorrect prov tax wording on Tax Summary report||KA-04769||ANT-613||aTNReports.exe||30/04/2021|
|Tax Manager||Residential Rental rollover to incorrect 2021 keypoint.||KA-04786||ANT-688||vNZTax_94319.mdb||12/05/2021|
|Tax Manager||Partner transfer to IR3 uses incorrect keypoints.||KA-04805||ANT-700||Aps_t.mde||12/05/2021|
|Tax Console||IR7 JSON Error on status change.
Caused by duplicate returns, valid error message now shown to indicate duplicates exist.
|Tax Manager||Other Income missing from IR3NR Tax Summary Report||KA-04902||ANT-605||vNZTax_94320.mdb||12/05/2021|
|Tax Manager||IETC calculations incorrectly including Loss brought forward.||KA-04816||ANT-667||Aps_t.mde||18/05/2021|
|Tax Manager||Bank Acc no. missing where Acc name is long, on Tax Summary Report.||KA-04792||ANT-680||aTNReports.exe
|Tax Manager||PIE income values not shown correctly on Tax Summary report||KA-04780||ANT-678||aTNReports.exe||19/05/2021|
|Tax Manager||No Lodged date in IR526||KA-04687||ANT-514||Aps_t.mde
|Tax Manager||Other Income report not printing||KA-04902||ANT-724||aTNReports.exe||21/05/2021|
|Tax Manager||IR7 Fail lodgement issue||KA-04673||ANT-408||Aps_t.mde||21/05/2021|
|Tax Manager||Pie Income rate incorrectly stated in text label||KA-04842||ANT-756||Aps_t.mde||28/05/2021|
|Tax Manager||Incorrect validation on Loss Claim in IR6 form||KA-04772||ANT-723||Aps_t.mde||28/05/2021|
|Tax Manager||Incorrect negative values when lodging an IR4||ANT-405||Aps_t.mde||28/05/2021|
|Tax Manager||Missing IR10 form IR3 submission to IRD||KA-04845||ANT-744||vNZTax_94321.mdb||28/05/2021|
|Tax Manager||Bad Gateways error in IR526 when lodge prior to IR3 being lodged.||KA-04804||ANT-755
|Tax Manager||Losses not carried forward for Residential and Business Rental losses.||KA-04786||ANT-687||Aps_t.mde||02/06/2021|
|Aim Web Returns||Invalid Provisional Tax Option error when lodging Aim returns||ANT-754||vNZTax_94321.mdb||28/05/2021|
|Tax Manager||Excess Imputation credits not rolled over to 2021 TY||KA-04789||ANT-692||vNZTax_9423.mdb||11/06/2021|
|Tax Manager||Second refund transfer is duplicated, certain transfers are incorrectly allowed.||KA-04794||ANT-694||Aps_t.mde||14/06/2021|
|Reports||Tax Schedule shows multiple pages where more than IR7 beneficiary has blank IRD number.||ANT-798||aTNReports.exe||15/06/2021|
|Tax Lists||Error displayed when including any IR10 fields in query or field display.||KA-04864||ANT-764||vNZTax_9423.mdb||20/06/2021|
|Tax Console||Enhancement to allow IR833 to be created for IR4, 6 and 7 clients||KA-04866||ANT-527||APS.NZTax.Windows.Filters.dll||20/06/2021|
|Reports||Business and Rental Expenses show incorrect headings on Detailed Expenses report.||KA-04901||ANT-198||aTNReports.exe
|Tax Lists||Enhancement to include NOA Notes in Tax List selectors.||ANT-767||vNZTax_9424.mdb||05/07/2021|
|Tax Manager||Incorrect rate calculation on Estimated Prov tax calcs||KA-04908||ANT-868||Aps_t.mde||07/07/2021|
|Tax Manager||Incorrect rounding on Refund
amount where PIE Income
|Tax Manager||Other income missing from Tax
Summary Report for IR3NR