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
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]
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]
