bench get-app https://github.com/one-highflyer/erpnext_new_zealand_localisation

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ERPNext New Zealand Localisation

New Zealand and Australia localisation for ERPNext.

This app is primarily a New Zealand localisation. AU BAS support is intentionally included because many New Zealand groups operate with Australian counterpart companies and need one localisation app across both countries.

Features

Tax & GST Reporting

• NZ GST Report: Generate IRD-compliant GST returns with detailed transaction breakdowns, validation warnings, unclassified transaction review, customs GST passthrough handling, and workbook export
• AU BAS Report: Australian Business Activity Statement reporting with customs GST passthrough handling and workbook export
• GST Summary Report: Summary view of GST collected and paid
• Tax code custom fields: NZ and AU tax codes on Sales/Purchase Tax Templates and Item Tax Templates
• NZ Tax Setup: Helper for creating NZ GST tax templates, categories, and rules
• AU Tax Setup: Helper for creating AU GST tax templates, categories, and rules

Batch Payments

• Batch Payment Entry: Process multiple supplier payments in a single batch with NZ and AU bank file generation
• NZ Bank EFT Files: Generate payment files for Westpac NZ, BNZ, ANZ NZ, and ASB
• AU Bank EFT Files: Generate Direct Entry files for NAB and Commonwealth Bank
• Batch Receipt Entry: Process multiple customer receipts in a single batch with background payment entry creation for large batches

Asset Depreciation

• NZ/AU depreciation override: Fixes WDV/DD depreciation calculation for migrated assets, first-year carry-forward rows, and daily-prorata schedules
• Scheduled depreciation posting: Post depreciation entries on a configurable day of the month

Workspace

The app adds a New Zealand Localisation workspace with links to:

• NZ GST, AU BAS, and GST Summary reporting
• Tax setup masters, including Company, Account, Tax Category, Tax Rule, Sales/Purchase Taxes and Charges Template, and Item Tax Template
• Batch Payment Entry, Batch Receipt Entry, Payment Entry, Supplier, Bank, and Bank Account
• Asset, Asset Depreciation Schedule, Asset Category, and Accounts Settings

Installation

bench get-app https://github.com/one-highflyer/erpnext_new_zealand_localisation.git
bench --site your-site.localhost install-app erpnext_new_zealand_localisation

Run migration after installing or upgrading:

bench --site your-site.localhost migrate

Compatibility

• Use the version-15 branch with Frappe/ERPNext v15. Releases use 15.x.x version numbers.
• Use the version-16 branch with Frappe/ERPNext v16. Releases use 16.x.x version numbers.
• Python 3.10+

Setup

Company

Create or select an ERPNext Company with the correct country:

• New Zealand for NZ GST reporting and NZ bank payment files
• Australia for AU BAS reporting and AU Direct Entry files

The app does not change the chart of accounts selected when a company is created. The tax setup helpers below create or reuse GST ledger accounts where needed.

Tax Templates

Run the setup helper for each company that should use the localisation tax templates.

For a New Zealand company:

bench --site your-site.localhost execute erpnext_new_zealand_localisation.utils.nz_tax_setup.create_nz_tax_templates --kwargs "{'company': 'Your NZ Company'}"

For an Australian company:

bench --site your-site.localhost execute erpnext_new_zealand_localisation.utils.au_tax_setup.create_au_tax_templates --kwargs "{'company': 'Your AU Company'}"

The executing user must have write permission on the Company. The helpers are idempotent: existing tax categories, tax templates, item tax templates, and tax rules are skipped rather than duplicated.

Tax Codes

The app adds NZ and AU tax code fields to:

• Sales Taxes and Charges Template
• Purchase Taxes and Charges Template
• Item Tax Template

The reports use those codes to classify GST and BAS boxes. Transactions without recognised tax template mappings are surfaced for review through report warnings or unclassified transaction sections.

Banking

Configure the bank export format on the Bank record:

• Westpac New Zealand
• BNZ New Zealand
• ANZ New Zealand
• ASB New Zealand
• NAB Australia
• Commonwealth Australia

For AU Direct Entry, set the Direct Entry User ID on the Bank Account record. For supplier payments, optional remittance particulars and code can be configured on Supplier and adjusted on Payment Entry before file generation.

Depreciation

The regional depreciation override applies through ERPNext's regional_overrides hook for New Zealand and Australia companies. Scheduled depreciation posting is configured in Accounts Settings:

• Enable Scheduled Depreciation Posting
• Depreciation Posting Day

When enabled, the scheduled job creates depreciation entries for the previous month on the configured posting day.

Reports

NZ GST Report

Use New Zealand GST Report for GST return preparation. It supports:

• GST collected and paid breakdowns
• Zero-rated, exempt, export, import, and out-of-scope classifications
• Customs GST passthrough handling for import GST
• Validation warnings for missing or inconsistent mappings
• Workbook export for review and filing workpapers

AU BAS Report

Use Australia BAS Report for Australian BAS preparation. AU BAS support is included so a group with NZ and AU companies can operate from one localisation app.

It supports:

• GST sales and purchase reporting
• GST-free, input-taxed, export, and import classifications
• Customs GST passthrough handling
• Workbook export for review and filing workpapers

GST Summary

Use GST Summary for a compact view of GST collected and paid across the selected filters.

Testing And Security

The app includes test coverage for:

• NZ GST calculations and workbook export
• AU BAS calculations and workbook export
• GST classification helpers
• AU and NZ tax setup helpers
• Batch Payment Entry and reconciliation helpers
• Batch Receipt Entry
• NZ bank account parsing
• NZ/AU depreciation override behaviour

CI installs ERPNext, installs this app on a fresh test site, builds assets, and runs:

bench --site test_site run-tests --app erpnext_new_zealand_localisation

The linter workflow runs pre-commit checks, Frappe Semgrep rules, Python correctness Semgrep rules, and pip-audit.

Limitations

• This app does not submit returns directly to IRD or ATO.
• This app does not replace local tax advice or statutory review.
• The app creates tax setup data for supported companies, but it does not replace ERPNext's company creation flow.
• Bank file formats should be validated with the relevant bank before first production use.

License

GPL-3.0