Additional income tax period details in myIR

Did you know you can view additional information provided for your clients? For example:

• intention to use tax pooling
• excess imputation credits to carry forward
• losses to carry forward
• ICA closing balances (for companies)
• extension of time (EOT) status.

Follow these steps

Access your client > Income tax, select More… > under the heading Reports, select Additional period details > select relevant period

Note: We have recently fixed an issue where users with read only access were unable to view this information.