Accepting a quote

Accepting a quote

Accepting a quote 150 150 Support

When you or your client is ready to proceed with a quote, accepting the quote is just a few steps in the TMNZ dashboard.

We outline in this video and in the walk-through steps below.


Here is the process

Step 1 – Make sure you have your taxpayer selected, especially if you have a large number of connected taxpayers.

Select your taxpayer

Step 2 – In the activity centre, locate the quote and use the arrows to confirm the details are correct.

Select the quote and confirm the details

 

Step 3 – Select the action buttons next to the arrows to bring up quote options. Selecting convert to request will finalise the quote and send out the payment instructions for the arrangement.

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