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Alerts in the new version of myIR Video information

Audio and visual transcript

Slide 1

Alerts in the new version of myIR

For individuals and businesses

August 2021

Slide 2

Purpose

Alerts

For:

  • Businesses and employers
  • Individuals and families

Topics

  • When alerts appear
  • Accessing alerts
  • Actioning alerts
  • Dismissing alerts
  • Restoring dismissed alerts
  • Dismissed alert reminders

Information is correct as at 11 August 2021

[email protected]

Notes

In other webinars we’ve introduced the new version of myIR including some of the key navigation changes.

In this short presentation we’ll focus on alerts. The information is correct as at 11 August 2021.

Slide 3

Title: Introduction

In the new version of myIR alerts will be consolidated and easier to find

They tell you when a task needs to be actioned and include:

  • unread letters and messages
  • payments that are due now or overdue
  • returns that need to be filed

Each alert has:

  • a description of the alert, and
  • a link that directs you to the task

Notes

In the new version of myIR, alerts have been consolidated to make them easier to find.

Alerts tell you when a task needs to be actioned. They include things like:

  • unread letters and messages
  • payments that are due now or overdue
  • returns that need to be filed

Each alert has a description of the alert plus a link that directs you to the task.

Slide 4

Title: Introduction

A red dot shows when there are alerts, and how many.

The alert shows a description and a link to the task

Notes

You can easily see when there are alerts that need attention (and how many) by the red dot. You’ll see these on the screen shots throughout this presentation.

The alert itself will contain a description of the alert and quick links to take action – we’ll look at this in more detail shortly.

Slides 5 and 6

Title: When alerts appear

The image shows the alerts panel with the description and the link to the task.

Notes

The time when the alert appears will depend on the type of action. For example:

  • Upcoming return alerts will display as soon as the return has been generated.
  • Overdue return alerts will display as soon as the return has passed the due date
  • A payment alert will display from the date it is due. Like now, there is no payment reminder prior to the due date.
  • The exception to this is that you will receive alerts for provisional tax instalments 30 days before they are due to be paid. Later instalments won’t be shown on the alert but there will be a sub-panel on the income tax account where you can see the provisional tax instalment breakdown or estimate provisional tax.

Payment alerts will only go away once the full payment has been made. So if you partially pay it, the balance on the alert will update to reflect what is still to be paid – there won’t be a separate alert.

Slide 7

Title: Accessing alerts

The image shows a customer account with several account panels. At the top is the Alerts tab with all the alerts for that customer. Two of the account panels show (with the red dot) that there are alerts specific to that account.

Notes

You can access alerts through your customer account.

The Alerts tab is at the top of the account panels.

From the summary screen you can also see which specific accounts have alerts associated with them – again this is indicated by a red dot that tells you how many alerts are on that account.

If you prefer, you can go straight to those account specific alerts through the alerts link on the account panel.

Slide 8

Title: accessing alerts

The image shows the landing page for a customer with access to multiple accounts, there is a list of the accounts they have access to. Two of these accounts have an orange message saying ‘3 outstanding alerts’.

Notes

If you have access to multiple customers, you’ll need to go into each customer to see their Alerts tab. The panels on the landing page will show you which customer accounts have outstanding alerts.

Slide 9

Title: Finding alerts

The image shows the Alerts tab with an Income tax account that has alerts on it. At the top is a free text filter bar to search for alerts.

Notes

You can use the free text filter to search your alerts.

Alerts are grouped by account. For example, this screen shot shows that the customer has two income tax alerts:

  • One for making a payment
  • Another for filing a return

Slide 10

Title: Actioning alerts

The image shows the Alerts tab with Income tax and GST accounts with alerts. Each sub-panel has a description of the alert and a blue link to the task – one is to file a return, the other is to make a payment.

Notes

The description in the alert tells you about the task that needs to be actioned. It provides details like the amount due or the filing period.

You can go directly to the task from the alert. Just click on the blue link.

In the example shown here, the ‘File return’ alert link will take you to the return for that period. The ‘Make a payment‘ link will take you to your payment options. The alerts tab provides easy navigation - to see what needs to be done and then take action.

Slide 11

Title: Dismissing alerts

The image shows the Alerts tab with an Income tax account that has alerts on it. At the right of each alert there is a cross (X).

Notes

If you don’t want to see a particular alert, you can dismiss it so it doesn’t sit on your alerts page and isn’t counted in the red dot.

You dismiss an alert by clicking on the cross at the right of the panel.

If you dismiss an alert, it will be dismissed for your logon only. Other people - like your tax intermediary or other people in your organisation - with access to the account will still see the alert.

Slide 12

Title: Viewing dismissed alerts

The image shows the Alerts tab with an Income tax account that has alerts on it. At the bottom is a link to ‘View dismissed alerts’.

Notes

You can view dismissed alerts at any time by clicking on the view dismissed alerts link at the bottom of the alerts tab.

Slide 13

Title: Restoring dismissed alerts

The image shows a dismissed alert. At the right of the panel is a ‘refresh’ symbol which you can click to restore your dismissed alert.

Notes

And if you change your mind you can restore your dismissed alerts.

Slide 14 and 15

Title: Dismissed alert reminders

Alerts are evaluated on a daily basis.

When the due date is near, due, or is overdue, the alert will appear every time you log in – even if you keep dismissing it.

A graphic illustrates the example provided in the notes.

Notes

Don’t worry, there’s no risk that you’ll forget to do something when you’ve dismissed the alert. Alerts are evaluated on a daily basis. When the due date is getting close, is due, or is overdue, the alert will appear every time you log in – even if you keep dismissing it.

So for example:

  • a payment alert will display from the date it is due. If it is dismissed, the reminder will appear each day you log on until it is fully paid.
  • if you dismiss an alert for filing, it will appear again 10 days before the due date. If you continue to dismiss it, the alert will reappear each day when you log on until you’ve filed.

Here we show an example of how this will look – using the example of an income tax return for 31 March 2022.

  • The alert will show from 1 April 2022 when the return is generated.
  • If you don’t have an extension of time, it is due on 7 July 2022.
  • You can dismiss the alert anytime from when it appears on 1 April 2022
  • The alert will then come back on 28 June 2022 as a reminder.
  • Once 7 July 2022 passes and it is overdue, the alert will show every time you log in, even if you have dismissed it.

Slide 16

Thank you.

If you have any questions about our webinars you can email us at: [email protected]

www.ird.govt.nz/bt-webinars

Notes

This webinar has given an overview of how you will find and action alerts when we upgrade to the new version of myIR.

Remember, if you have any questions about our webinars, please send them to [email protected]

Last updated: 30 Aug 2021
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