How do I delete a taxpayer from the dashboard?

How do I delete a taxpayer from the dashboard?

How do I delete a taxpayer from the dashboard? 150 150 Support

On the dashboard: Select Taxpayer Accounts> Press the widget on the right hand side of the taxpayer you were looking to remove> Once the widget is pressed, you will be given 3 options> Select Remove> Once you select ‘Remove’, another tab will appear to confirm you want to remove yourself as a contact from the taxpayer> Confirm Remove.

Once you have confirmed you want to remove the taxpayer then you will see a green banner at the top confirming the taxpayer has been deleted/removed from your account.

Alternatively, email the team at support@tmnz.co.nz to let them know the taxpayer details of who you wish to remove.

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