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Tax New Zealand: Transfer a refund to a non-INC tax account

How to transfer to a non-INC tax type, for example DWT.

Follow the steps below:

  1. From the Tax Refund Allocation screen, Change the Tax Type back to INC.

  2. Change the destination to Terminal.

  3. Move the return back to DWT.

  4. In the top right for the value, the Terminal Tax amount field is displayed.

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