Reporting to help you keep tabs on clients’ 2025 tax positions

Finalising 2025 tax positions isn’t just about determining what your clients owe Inland Revenue (IR).

It’s about identifying underpaid positions, seeing where tax pooling can deliver benefit, having a clear and reliable view of each client’s position before decisions are made, and ensuring clients who need Tax Traders transactions to reduce their exposure to use‑of‑money interest (UOMI) complete these before legislative cut‑offs.

Here’s how the Tax Traders platform can help your firm stay in control and keep on top of clients’ 2025 income tax positions as deadlines approach.

‘Attention needed’ tab – surface underpaid 2025 positions quickly

Available to practices with a synced IR data feed connection and firmwide view enabled, the ‘Attention needed’ tab is designed to provide clearer visibility of clients who may have an underpaid position at IR.

As income tax returns are filed and updated, this workflow tab automatically surfaces clients who:

• Currently have an income tax shortfall for the 2025 year.
• May be accruing UOMI and late payment penalties due to that shortfall.
• Could benefit from tax pooling transactions to reduce interest exposure and eliminate late payment penalties.

The ‘Attention needed’ tab helps ensure no underpaid position is overlooked and no client slips through the cracks as the 2025 trading period draws to a close.

Combined Report – a single source of truth at year‑end

The information surfaced through the IR data feed doesn’t sit in isolation.

The Combined Report brings together Inland Revenue data, Tax Traders transactions and calculated positions into a single, easy‑to‑review view.

Instead of switching between tools or reconciling numbers across systems, you can see exactly where each client stands – and have confidence that the information you’re working from is complete, consistent and current.

For accountants reviewing underpaid positions and planning next steps, the Combined Report provides a reliable foundation before action is taken.

Cut‑off Report – know who still has time and who needs to act now

Need a clear view of clients with tax balances that may need to be finalised or transferred before a selected cut‑off date?

The Cut‑off Report is your first port of call.

It allows you to quickly identify which clients need to move quickly if they intend to use Tax Traders to settle their 2025 tax positions, enabling clear, time‑bound conversations when options are narrowing.

Missed Payment Report – stay on top of overdue Tax Traders payments

The Missed Payment Report lists clients with overdue payments to Tax Traders, allowing you to follow up and ensure amounts are settled within required timeframes.

It categorises clients into two groups:

• Those with payments fewer than five days overdue
• Those with payments more than five days overdue

This clear distinction helps prioritise follow‑up and manage risk before issues escalate.

Built for real accountant workflows

From surfacing underpaid positions early, to managing overdue payments and navigating deadlines, Tax Traders’ tools and reports are built around how accountants actually work.

Less guesswork. Fewer surprises. Better decisions – made in time.