TMNZ Support

Find answers to common questions and walkthroughs of our Dashboard.

Navigating the TMNZ Dashboard

Video walkthroughs of the most common Dashboard activities. Watch the walkthroughs here, or click on the topic for

Getting started

A quick start guide on everything you need to do in order to defer your provisional tax and pay when it suits you.

Our guide is immediately below.

Anti-money laundering

Tax Management NZ (TMNZ) must now conduct a limited form of customer due diligence on all clients as part of recent changes to anti-money laundering (AML) requirements.

View documentation

IR Data Connection

Our guide on helping tax agents get live taxpayer data from IR.

View documentation

Search by topic below and click to see the full post

Getting started

Adding a taxpayer https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png July 7, 2021 July 25, 2021

Adding a taxpayer

Quoting with TMNZ https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png July 5, 2021 July 25, 2021

Quoting with TMNZ

Accepting a quote https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png July 4, 2021 July 25, 2021

Accepting a quote

Payment instructions https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png July 3, 2021 July 25, 2021

Payment instructions

Editing an arrangement https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png July 2, 2021 July 25, 2021

Editing an arrangement

Adding and removing an email contact for a taxpayer https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png July 1, 2021 May 25, 2025

Adding and removing an email contact for a taxpayer

Live IRD data

View details for an individual taxpayer using IR data https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png November 6, 2024 November 4, 2025

View details for an individual taxpayer using IR data

Retrieve IR data for the Tax Calculator https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png November 1, 2024 October 29, 2025

Retrieve IR data for the Tax Calculator

Enable live IR data https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png August 13, 2024 November 28, 2025

Enable live IR data

Updating your existing IR connection https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png August 11, 2024 November 4, 2025

Updating your existing IR connection

Example of terms for IR https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png August 12, 2021 November 4, 2025

Example of terms for IR

Where can I find my Tax Agent ID and Client List ID https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png July 29, 2021 September 21, 2022

Where can I find my Tax Agent ID and Client List ID

Enable live IRD data https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png May 28, 2021 October 15, 2025

Enable live IRD data

Using the TMNZ dashboard

Woops, I made a mistake when I added a taxpayer to my account. Can I edit their details? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

Woops, I made a mistake when I added a taxpayer to my account. Can I edit their details?

The taxpayer I am wishing to register has subsidiaries. Am I able to add subsidiaries during the registration process? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

The taxpayer I am wishing to register has subsidiaries. Am I able to add subsidiaries during the registration process?

I am the Owner of a taxpayer account. How do I assign roles among those users who are registered with TMNZ? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

I am the Owner of a taxpayer account. How do I assign roles among those users who are registered with TMNZ?

What are the different types of roles an agent can have within a tax firm? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

What are the different types of roles an agent can have within a tax firm?

I’m a lead agent/administrator of a firm. How do I add users under my firm? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

I’m a lead agent/administrator of a firm. How do I add users under my firm?

I registered a taxpayer, but now realise I need to add a subsidiary to their account. How do I do this? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

I registered a taxpayer, but now realise I need to add a subsidiary to their account. How do I do this?

What if the taxpayer is already registered with TMNZ? How do I get access to their account? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

What if the taxpayer is already registered with TMNZ? How do I get access to their account?

What are the different types of roles users managing a taxpayer account can have? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

What are the different types of roles users managing a taxpayer account can have?

How do I log into the dashboard of a taxpayer whose payments I manage? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

How do I log into the dashboard of a taxpayer whose payments I manage?

How do I edit or update my details? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

How do I edit or update my details?

Adding taxpayer accounts and editing their details

Adding a taxpayer https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png July 7, 2021 July 25, 2021

Adding a taxpayer

Woops, I made a mistake when I added a taxpayer to my account. Can I edit their details? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

Woops, I made a mistake when I added a taxpayer to my account. Can I edit their details?

The taxpayer I am wishing to register has subsidiaries. Am I able to add subsidiaries during the registration process? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

The taxpayer I am wishing to register has subsidiaries. Am I able to add subsidiaries during the registration process?

I registered a taxpayer, but now realise I need to add a subsidiary to their account. How do I do this? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

I registered a taxpayer, but now realise I need to add a subsidiary to their account. How do I do this?

What if the taxpayer is already registered with TMNZ? How do I get access to their account? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

What if the taxpayer is already registered with TMNZ? How do I get access to their account?

What is the difference between a Flexi and Advantage account? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 11, 2021 January 11, 2021

What is the difference between a Flexi and Advantage account?

Flexitax

How long do I have to pay my off Flexitax® arrangement? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

How long do I have to pay my off Flexitax® arrangement?

When will my Flexitax® payment(s) show up in my IRD account? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

When will my Flexitax® payment(s) show up in my IRD account?

Can I make changes to my Flexitax® arrangement if I made an error? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

Can I make changes to my Flexitax® arrangement if I made an error?

How do I know what balance is left on my Flexitax® arrangement if paying via instalments? Do you send me updates? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

How do I know what balance is left on my Flexitax® arrangement if paying via instalments? Do you send me updates?

I have a Flexitax® arrangement for more than one instalment of provisional tax. How are my payments applied? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

I have a Flexitax® arrangement for more than one instalment of provisional tax. How are my payments applied?

I have a Flexitax arrangement for more than one instalment of provisional tax. How are my payments applied? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 11, 2021 January 11, 2021

I have a Flexitax arrangement for more than one instalment of provisional tax. How are my payments applied?

How do I delete/close an open Flexitax arrangement? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 11, 2021 January 11, 2021

How do I delete/close an open Flexitax arrangement?

How do I create/set up a Flexitax? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 11, 2021 January 11, 2021

How do I create/set up a Flexitax?

Tax finance

How does Tax Finance work? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 October 29, 2025

How does Tax Finance work?

Am I able to extend the length of my Tax Finance arrangement? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

Am I able to extend the length of my Tax Finance arrangement?

Paying with TMNZ

Payment changes for enhanced security https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 12, 2025 November 4, 2025

Payment changes for enhanced security

How long does it take for my transferred tax deposits to show up in my IRD account? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

How long does it take for my transferred tax deposits to show up in my IRD account?

Can I use tax I have deposited into the pool be used for other tax payments? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

Can I use tax I have deposited into the pool be used for other tax payments?

How long do I have to pay my off Flexitax® arrangement? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

How long do I have to pay my off Flexitax® arrangement?

What do I do if I accidentally pay IRD directly? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

What do I do if I accidentally pay IRD directly?

Can I make a lump sum payment for several different arrangements or taxpayers? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

Can I make a lump sum payment for several different arrangements or taxpayers?

When will I receive a receipt of my payment? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

When will I receive a receipt of my payment?

Am I able to extend the length of my Tax Finance arrangement? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

Am I able to extend the length of my Tax Finance arrangement?

What criteria must I meet to settle historic income tax or other tax liabilities through TMNZ if I make a voluntary disclosure or am audited by IRD? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 October 29, 2025

What criteria must I meet to settle historic income tax or other tax liabilities through TMNZ if I make a voluntary disclosure or am audited by IRD?

I want to make a voluntary disclosure for unreported tax. I have not filed a tax return for this tax type. Can I use pooling? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 June 25, 2025

I want to make a voluntary disclosure for unreported tax. I have not filed a tax return for this tax type. Can I use pooling?

Depositing into the TMNZ tax pool

How to create a Deposit plan for an upcoming provisional tax date https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png May 21, 2025 October 23, 2025

How to create a Deposit plan for an upcoming provisional tax date

How long does it take for my transferred tax deposits to show up in my IRD account? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

How long does it take for my transferred tax deposits to show up in my IRD account?

Can I use tax I have deposited into the pool be used for other tax payments? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

Can I use tax I have deposited into the pool be used for other tax payments?

How can I get my deposited tax refunded if I need the funds? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

How can I get my deposited tax refunded if I need the funds?

Audits and voluntary disclosures