You can file a return:
- using the alerts tab, and
- through the account panels
It is also easy to find returns you’ve filed if you want to view or amend them
The return itself has the same fields as now
This webinar looks at how you find the returns, it doesn’t cover how to complete the form
You can file a return in myIR using the alerts tab and through the account panels.
These paths are easy to follow and take fewer clicks than now to navigate to the return.
It is also easy to find returns you’ve filed if you want to view or amend them.
We’ll look at the options for filing a return in this webinar. We won’t look at the detail of how you undertake the tasks as this is the same as now. On some screens there may be a slight change in the layout. All this means is that some fields sit next to each other horizontally, rather than vertically, to reduce the need for scrolling.
The returns follow the same cleaner look and feel that you’ll see throughout the upgraded version of myIR.
Title: Navigation general
Two screen shots of landing pages show:
- a customer with access to multiple customer accounts – they will first select which customer account they want to access.
- a customer with access to one account – taking them straight to the screen with the panels for different types of account (eg GST).
First we’ll recap some of the key navigation you’ll use – the customer and account type panels, and the alerts tab.
You might have access to more than one customer account – for example, if you’re a tax intermediary or an executive office holder. If so, you’ll need to select the customer you want to file a return for. You’ll then go to the summary tab which is the landing page for that customer.
If you have access to just one customer account (for example, your own), you’ll go straight to that landing page.