Inland Revenue prefill

Overview

The prefill feature imports data from Inland Revenue, creating workpapers with verified data directly from Inland Revenue.

Supported entity types

Currently supported

• IR3, IR3NR

Coming soon

• IR4, IR6, IR7, IR8 and IR9

How to import

1. Open the entity you are working on.
2. Navigate to Workpapers > Inland Revenue Prefill.
3. Check that the import status is ‘Ready to import’.
   •  If it's not, please contact the administrator of your Inland Revenue connection.
4. Click 'Import'.
5. Check the box to confirm the income tax year is correct. 
   • If the wrong dates are showing, click the cancel button, then navigate to the entity’s tax year settings and correct the relevant balance date(s). 
6. Click ‘Request import’.

The income data may take a few minutes to complete processing. Only data that Inland Revenue held at the time of the import request will be imported (a complete list of possible prefill data is shown below). If the data seems incorrect please check your income year settings per step 5 above.

Workpapers automatically created

As part of the import, supported workpapers will automatically be created.

These newly created workpapers will include audit trail and sign-off by 'Inland Revenue prefill' and can be edited and removed by users the same way as manually created workpapers.

Workpapers summary screen

Automatically created workpapers are grouped by Inland Revenue prefill at the top of the Workpapers > Workpapers screen.

Employment income workpapers are also grouped under the Employment Income heading. These are not duplicate workpapers; they are shown in both headings to assist with the review process.

Automatically created workpapers are signed off by Inland Revenue prefill, indicated by the initials 'IR.' If they are subsequently edited, their status will turn orange, similar to any other signoff.

How to delete

Remove selected workpapers

If you wish to remove some of the automatically created workpapers, you can do this as per normal by removing a workpaper.

This will remove the workpaper but retain any notes, files and queries that had been entered. These can be viewed again at Workpapers > Accounts > Inland Revenue prefill

This may be useful if a particular type of income is already entered another way and you don't want it in there twice.

Delete all prefill data and workpapers

To permanently delete all prefill data, workpapers created by the prefill import and associated notes and queries:

1. Navigate to Workpapers > Inland Revenue prefill
2. Click Delete

This may be useful if you have imported with incorrect income year dates.

Complete list of prefill data

The complete list of data that Inland Revenue may hold and provide is shown below. When importing, only the data Inland Revenue holds for the entity at that specific point in time will be included.

• ACC payment
• ACC payment prior to 2006
• ACC attendant care payment
• Approved issuer levy
• BLSP - Accident Compensation
• BLSP - ACC Attendant Care
• BLSP - Income Tested Benefit
• Casual agricultural employee
• New Zealand dividends
• Dividends treated as interest
• Election day worker
• Employee share scheme
• Excess imputation credits
• Work and income benefit
• Losses brought forward from previous years
• LTC income
• Māori authority
• Non-business expense
• Non-resident dividends received
• Non-resident interest received
• New Zealand interest received
• New Zealand Superannuation or veteran’s pension
• Certificates (PIE)
• Paid Parental Leave
• Partnership income
• Reserve Scheme Withdrawal
• Reserve scheme interest (non-resident)
• Reserve schemes interest (resident)
• Reserve Scheme Deposit
• Reserve Scheme Redeposit
• Residential rental deductions carried forward
• LTC ring fencing rental losses
• Partnership ring fencing rental losses
• Residential land withholding tax (RLWT) credit
• Research & development credits
• Royalties
• Salary and wages
• Shareholder-AIM tax credit
• Shareholder-employee salary
• Income adjustment—SLS
• Student allowance
• Estate/trust income
• Government Subsidy Income
• Schedular payments