New Zealand Tax Cloud includes a range of buttons used throughout the return process. Understanding what each button does will help you work more efficiently and confidently when preparing, reviewing, and lodging
Button Functions
Button / Function | Action |
Save return | Saves the data entered in the return |
Sync to Ledger | Pushes return data back to the desktop ledger |
Confirm return | Pulls data from the ledger into the payment summary |
Ready to review | Marks the return as prepared and ready for checking; updates transfers and income attribution requests |
Generate reports / Create reports | Creates and publishes a report for viewing (button name may vary by location) |
Delete reports | Deletes selected reports |
Add attachment | Adds an attachment to the return |
Prepop | Retrieves income and other details from Inland Revenue |
Retrieve IRD status | Retrieves processing status of the return from Inland Revenue |
Retrieve IRD data | Retrieves return data from Inland Revenue, if available |
Approve return | Finalises the return and queues it for lodgement |
Ready to lodge | Marks the return as ready to lodge with Inland Revenue |
Lodge return | Submits the return to Inland Revenue |
Needs revision / Rework return | Unlocks the return to allow changes (button name may vary) |
Amendments (Details tab) | Resets a lodged return to Draft so it can be amended and re‑lodged |
📌Note:
Some buttons perform the same function but may display different names depending on where you are in the application (e.g. Generate Reports / Create Reports, Needs Revision / Rework Return).
The Amendments option is only available after a return has been lodged.
Certain actions (such as Approve, Ready to Lodge, and Lodge) follow a sequential workflow and should be completed in order.