The funds confirmation checkbox lets you confirm that any remaining funds in the tax pool for the relevant tax period do not need to be transferred to Inland Revenue to settle a liability for the taxpayer or any associated taxpayers.
What does it do?
Ticking this checkbox will remove this client from your Cut-off report.
It also means we won’t contact you about this client for the given tax
period, on the proviso that no further transfers are needed for the tax
period in question.
How to complete it?
Within a taxpayer, tick the checkbox and then click ‘save’. You can add a
comment in this section if you wish. All comments are reviewed by our
team.
Once completed, the checkbox will drop off the taxpayer’s dashboard and
this can then be found under Taxpayer preferences > Funds confirmation.
Please contact us if the checkbox is mistakenly selected and we can help
you to revert this.
If you wish for the client’s funds to be refunded or need assistance with
making further transactions, please contact us on 0800 TAX TRADERS or email team@taxtraders.co.nz