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Video: Introducing the final Business Transformation changes - for businesses and employers More information

Audio and visual transcript

Slide 1

Introducing the final business transformation changes 

June 2021

Slide 2

Purpose

Introducing the October 2021 changes

For Businesses and employers

Topics

  • Introduction
  • myIR upgrade
  • Tax on income and other changes

The information in the presentation is current as at June 2021

Notes

Welcome to this presentation where we introduce some of the changes Inland Revenue is making this year.

For more than four years we’ve been transforming how we deliver services to make tax and social policy fit seamlessly into people’s lives. This has included a new computer system, changes to policy, legislation and business processes, along with the design and structure of our organisation.

We’re now nearing the end, and in October we’ll deliver the final elements of business transformation change for our customers.

You’ll hear more about these changes in the coming months. Just a quick reminder – the information in this presentation is correct as at June 2021; some things may be subject to change.

Slide 3

Title: Changes in 2021

We’re delivering the final changes in two releases this year

The first was delivered on 1 March and included:

  • Paid Parental Leave
  • New Zealand Foreign Trusts
  • Duties (Casino, Lottery and Totalisator Duties)
  • Unclaimed money

The second release is planned for October 2021 and includes:

  • Child Support
  • Upgrading to a new version of myIR
  • Tax on income
  • Other changes

Notes

We’re bringing in changes in two releases this year.

The first was delivered on 1 March and included changes to:

  • Paid Parental Leave
  • New Zealand Foreign Trusts
  • Duties (Casino, Lottery and Totalisator Duties)
  • Unclaimed money

The second will be delivered in October and includes:

  • Child Support
  • Upgrading to a new version of myIR
  • Tax on income
  • Some other changes

Here we’ll talk more about this second release.

Slide 4

Child support

Notes

We’ll start with what’s changing for employers around child support.

Slide 5

Title: Child support

  • New legislation coming into effect in October
  • Includes compulsory employer child support deductions from salary/wages - for newly liable and returning child support customers
  • Employment Information forms – filed on time and correctly completed

Notes

In October new legislation for child support will come into effect including the introduction of compulsory employer child support deductions from salaries of newly liable or returning child support customers. This will impact employers who have employees who are newly liable or returning child support customers.

  • Some employers will already be making child support deductions and will just need to be aware that, in future, they’ll need to do this for all employees who are newly liable or returning child support customers; other employers may need to adapt their processes in order to start making these deductions.
  • It will be critical that Employment Information forms are filed on time and correctly completed, including making sure the correct pay date is recorded; or a ceased code is provided as soon as a person is no longer employed.

Slide 6

myIR Upgrade

Notes

Now we’ll look at the myIR upgrade.

Slide 7

Title: myIR upgrade

  • In October 2021 we will upgrade to a new version of myIR
  • The main changes are to the look and feel and navigation
  • All customers who use myIR will notice the changes
  • There will be a period of readjustment
  • We are currently in the design, build and testing phases

Notes

In October we will upgrade to a new version of myIR. This will include:

  • Custom-built changes catering for our specific needs and audiences.
  • Out-of-the-box changes – the new version will deliver the majority of changes as-is.

The main changes will be to the look and feel and navigation of myIR. Once you find your way around, what you do in the system will be the same.

All customers who use myIR will notice a change - how much will depend on the extent you use myIR and the complexity of your needs.

We are currently in the design and build phases

  • We’ve been getting very positive feedback from customer groups who have tested the new version
  • We are now starting to communicate the changes more widely

We realise there will be a period of readjustment - we’ll provide more guidance and information as we get closer to October. Here we’ll give you a quick introduction to how it will look.

Slide 8

Images of the current and new landing pages show that the new version has a lot of white space, making it easier to see what’s on the screen.

Title: myIR upgrade

Changes include look and feel

  • Cleaner and tidier
  • Easier to see what’s on screen

Design is subject to change

Notes

The first thing you’re likely to notice are changes to the look and feel.

The new version is cleaner and tidier making it easier to see what’s on the screen.

You’ll notice the panel format in the new version - rather than the busier tiles, tabs and lists in the current screen.

Slide 9

Image shows the new look landing page demonstrating simpler navigation and information centralised.

Title: myIR upgrade

Changes include navigation

  • Simpler navigation
  • More information centralised
  • Common tasks visible on the landing pages
  • Supporting customers through the change

Design is subject to change

Notes

Navigation will be simpler making information more easily available. For example, more information will be centralised on the landing pages, including the most common actions a customer is likely to take on an account. This reduces the need to navigate through the system.

We will support customers as they adjust, especially those who use more advanced functionality, like significant enterprises. This will include webinars with more detailed information.

Slide 10

Title: myIR upgrade

Changes include mobile devices

  • A fully dynamic design
  • Seamless experience on any device
  • All functionality available across all devices

Design is subject to change

Notes

You’ll also see that whatever device you use to access myIR – for example your phone, tablet or laptop – the content will immediately resize on your screen for optimal viewing.

And unlike now, all functionality will be available across all devices.

Slide 11

Other changes

Notes

Now we’ll look at some of the other changes coming this year.

Slide 12

Title: Information in myIR

  • Decommissioning an old system
  • In myIR you will see letters from IR to customers dating from 1 April 2017 onwards (this includes statements, notices of assessments etc.)
  • For tax intermediaries, this mail will also continue to show on the all client mail report
  • We still hold the older information - you can request it if required
  • Most customers are unlikely to notice this change
  • Other information retention legislation – e.g. child support, student loans and KiwiSaver timeframe won’t be impacted

Notes

  • We are decommissioning one of our old systems – planned for the end of November this year.
  • We will keep all the information from that system but will only bring more recent mail into our new system. This means:
    • Letters from IR to customers from 1 April 2017 onwards will continue to be available in myIR. This includes statements, notices of assessments etc.
    • For tax intermediaries, mail from 1 April 2017 onwards will also continue to show on the all client mail report.
    • You will be able to request older information from us, eg through a web message, if you require it.
  • Most customers are unlikely to be impacted by this change.
  • This will be within the parameters of information retention legislation – for example child support, student loans and KiwiSaver have longer data retention requirements and won’t be impacted by the change.

Slide 13

Title: Historic audit correspondence

  • Audit correspondence from 2017 onwards in myIR
  • Visible to anyone with Owner and Administrator logons and tax agents with the Customer master link
  • Reduce who can see this by changing access rights to Restricted Administrator

Notes

  • Audit letters that were sent to companies that were audited as far back as February 2017 will be available in myIR. 
  • These will be visible to Owner and Administrator logons, and tax agents who have the Customer master link
  • If you don’t wish for all your staff with Administrator accounts to see the letters you can change their access to ’Restricted Administrator’.  

Slide 14

Title: Other

Changes include:

  • Negative adjustments for Employment Information prior periods – if validations are met
  • Bankruptcy customers will no longer be allocated a new IRD number
  • SPK2IR services will be expanded

Notes

  • When completing Employment Information (EI) files as part of the payroll process, you’ll be able to enter a negative value in the ‘prior period adjustment’ field to make adjustments for prior periods. You’ll only be able to do this if certain validations are met. We will talk more about what these validations are in coming months.
  • Customers who go through bankruptcy processes will no longer be allocated a new IRD number.
  • SPK2IR services will be expanded which will reduce the need for some customers to engage with Inland Revenue staff.

Slide 15

Title: April 2021 changes

From 1 April employers have been required to use payday filing Version 2 (Employment Information and Employee Details)

  • In October, Version 1 will be retired for filing
  • you must still amend EIs using the same version you filed, so version 1 amendment files (EIA) will still be accepted
  • if you file through software and are unsure about which version you are using, contact your software provider
  • if you’re filing through paper or myIR onscreen you are already using Version 2

You can find out more at: www.ird.govt.nz/payday-filing-version-2

Notes

From 1 April, it became a requirement that employers use version 2 (employment information and employee details). This impacted those filing through software as those filing through paper or myIR onscreen were already using version 2.

  • in October, Version 1 will be retired for filing.
  • you must still amend EI’s using the same version you filed, so version 1 amendment files (EIA) will still be accepted.
  • if you file through software and are unsure about which version you are using please contact your software provider.
  • You can visit our website to find out more about payday filing version 2.

Slide 16

Life after business transformation

Notes

As we said at the beginning of this presentation, this year will see the end of IR’s business transformation programme.

They say that a journey of a thousand miles starts with the first step. For IR, we took our first of many steps towards transformation with Cabinet’s approval of our business case in 2015. Since then we have been transforming New Zealand’s revenue system in what has been one of the largest and most ambitious programmes ever undertaken in the southern hemisphere. We’ve changed every aspect of the way we operate and have kept collecting tax and paying entitlements while doing so. Now, after four and a half years of transformation, we’re on the home stretch.

Slide 17

Title: Transitioning

It’s the final stage of our Business Transformation programme...

We will have:

  • put all tax and social policy products into our new system
  • progressively moved more services online
  • redesigned our organisation
  • reshaped the entire way we work with our customers
  • built our systems and capability to support our people

IR will have:

  • the latest version of a system that is agile and responsive to New Zealand’s needs
  • an organisation that works together better to improve outcomes for customers
  • the knowledge, practices and processes we have developed over the life of the programme

Notes

At the end of our programme we will have:

  • put all tax and social policy products into our new system
  • progressively moved more services online
  • redesigned our organisation
  • reshaped the entire way we work with our customers
  • built our systems and capability to support our people

And we will leave IR with:

  • a system that is agile and responsive to New Zealand’s needs
  • an organisation that works together better to improve outcomes for customers
  • the knowledge, practices and processes we have developed over the life of the programme

Slide 18

… but it’s not the end of change.

Thank you

Notes

  • We’d like to acknowledge the amount of change our customers have managed so well over the course of this transformation. It isn’t always easy - a better system and improved processes still require learning and adjustment. Even more so, more recently, doing it during the COVID-19 pandemic.
  • We also want to assure you that the journey won’t end there - the end of the business transformation isn’t the end of change. We will be delivering continuous improvement as part of our ongoing business to reflect the needs of customers and any future changes in the tax and social policy landscape.
  • In the meantime, we look forward to talking to you over the coming months about the upcoming changes this year.
Last updated: 02 Jul 2021
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