Audio and visual transcript
Slide 1
Filing, viewing and amending returns in myIR
October 2021
Slide 2
Purpose
For:
- Tax intermediaries
- Businesses
- Individuals
Topics:
- Navigating account panels – recap
- Filing from the alerts tab
- Tax intermediaries – consolidated alerts
- Filing, viewing and amending from account pane
Information is correct as at October 2021
ird.govt.nz/business-transformation-2021
Notes
In recent webinars we’ve introduced the new version of myIR including the new look and feel, key navigation changes and how alerts will work.
In this short presentation we’ll talk about how to navigate myIR to file, view and amend returns.
The information is correct as at October 2021.
Slide 3
Introduction
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
Notes
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.
Slide 4
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).
Notes
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.
Slide 5
Title: Navigation general
A screen shot shows a customer landing page with the panels for different types of account (eg GST).
Notes
On the customer landing page you’ll see the accounts you have access to; and the alerts tab.
Slide 6
Navigation – tax intermediaries
A screen shot shows the alerts tab in the Intermediary Centre.
Notes
If you are a tax intermediary you’ll also have access to the Intermediary centre, including the alerts for all the subscribed client accounts for your logon.
Slide 7
Title: Filing from the alerts tab
A screen shot shows a GST account panel with an alert on it.
Notes
The simplest and quickest way to find returns for filing is through the alerts tab.
Let’s take the example of GST.
If there is a return coming due (or overdue) it will show as an alert – you’ll see a red dot on the GST account panel on the landing page. There will also be a red dot on the alerts tab indicating how many alerts – across all tasks - are awaiting attention.
Slide 8
Title: Filing from the alerts tab
A screen shot shows the alerts tab for a customer. The GST account panel has two alerts – one for making a payment and one for filing a return.
Notes
Go to the Alerts tab, find the GST return and click the ‘file a return’ link. This will open that specific return for you to complete.
Slide 9
Title: Filing from the alerts tab
A screen shot shows the first filing screen a customer sees when they click on the ‘file a return’ link.
Notes
You’ll notice the cleaner look and feel continues through to the form, but the information you need to complete is the same.
Slide 10
Title: Tax intermediaries – consolidated alerts
Two screen shots show the alerts tab in the Intermediary centre.
- One highlights the filter function (filtered to ‘GST’)
- The other shows the free text search (searching for ‘file’).
Notes
For tax intermediaries, you will also have consolidated alerts in the Intermediary centre for the clients you’re subscribed to.
Alerts can be filtered – for example you can filter the account type for ‘GST’ for all GST-related tasks.
You can also use the free text filter to search – in this example the search is for ‘file’ and it has brought up list of all the returns that are ready for filing, not just GST.
From there you’ll be able to click on the links to file returns.
Note that, for those client accounts you aren’t subscribed to, you can search for them by IRD number or name to access their customer account first or access them from Favourites if you have them set up there.
Slide 11
Title: Filing, viewing and amending – from account panels
A screen shot shows a customer landing page with the panels for different types of account. The one for GST is highlighted.
Notes
For all customers, another way to file returns is from the account panels.
In the customer landing page, look for the panel of the account type you want to file a return for. We’ll continue using the GST example and have highlighted the GST panel.
Remember that the links on the GST panel relate to GST tasks. If you want to file an Income tax return, for example, you’ll go through the Income tax panel.
Slide 12
Title: Filing, viewing and amending – from account panels
Screen shots show that when a customer clicks on ‘Returns and transactions’ on the GST account panel they will go to a Returns and transactions screen specifically for GST. There are two tabs, one for ‘Periods’ and one for ‘Returns’.
Notes
On the GST account panel there is a link in the options menu on the right hand side called ‘Returns and transactions’.
Clicking that will take you to a screen with two tabs – ‘Returns’ and ‘Periods’.
Use the ‘Returns’ tab to select and file a GST return.
The ‘Period’ tab shows you all the transactions for a given period.
Slide 13
Title: Filing, viewing and amending – from account panels
A screen shot shows the ‘returns’ tab in the GST Returns and transactions screen.
Notes
In the returns tab you’ll see a list of GST returns for different periods. You can also see the status including whether it’s due now, overdue or has already been filed.
From here you can select the return you want to file and click ‘File now’.
You can also select previously filed returns and view or amend them.
Slide 14
Title: Tax intermediaries – using client account panels
Tax intermediaries use the same pathways to file, view and amend returns using:
- the client’s account panels
- the client’s alerts tab
- their own account panels and alerts (to file their own GST).
Notes
Tax intermediaries can also use the alerts tab and the ‘Returns and transactions’ links for the client accounts they have access to; and for their own account.
Slide 15
Title: Filing, viewing and amending – from account panels
A screen shot shows the GST account panel on a customer landing page, highlighting the ‘More…’ option.
Notes
There’s another way of filing returns from the account panel but it’s a slightly longer route.
You can go to ‘More…’ in right hand links menu.
Slide 16
Title: Filing, viewing and amending – from account panels
A screen shot shows the list of activities when the customer clicks on the ‘More…’ link. These are specifically GST related activities. Two options are highlighted and each has a screen shot:
- Returns and transactions
- File a return
Notes
Here you can select from two options:
- ‘File a return’ – which will take you straight to the return periods list.
- ‘Returns and transactions’ - which takes you to the same place as before – with the Returns and Periods tabs.
Like before, you can file, view and amend a return from here.
This screen shows an example of what a tax intermediary will see if they are filing for a client. The same options are available for individuals or businesses accessing their own accounts.
Slide 17
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 file, view and amend returns when we upgrade myIR.
You’ll find more webinars about the final Business Transformation Release on our website at www.ird.govt.nz/bt-webinars.
Remember, if you have any questions about our webinars, please send them to [email protected]
