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Tax - New Zealand: Move a return from Assessed-OK back to Rework

How to unlock a filed tax return and how to reopen tax returns when there are no options to take it back to draft.

Updated over a month ago

If a return is already at the Assessed (or Assessed-OK, or Closed) status and you wish to correct the values, but not re-lodge the return, please follow these steps:

  1. On the Assessed Returns page, tick the return and click the Update Selected Returns button.

  2. Choose the Approved status.

  3. Open the return, click Needs Revision

  4. Move the return back to the Rework Status

  5. Make changes as required.

  6. From the IRD Actions menu, select Retrieve IRD status.

  7. This should gather info from IRD and change the return back to Assessed.

Note: Once the return is at the Ready status, the Draft watermark is removed from the reports.   If you would like the Draft watermark to print, then please move the return back to the Rework status. 

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