Lloyd Evaroa

When you need to defer an upcoming provisional tax payment or remedy one that is late we outline the process to create a quote and progress through to an arrangement. We outline in this video and in the walk-through steps below. Here is the process 1 From the dashboard homepage click on quote in the…

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…

We’ll send payment instructions by email when an arrangement is set up. Payment instructions can also be retrieved from the activity centre on the dashboard at any time . We outline in this video and in the walk-through steps below.  Here is the process Step 1 – once logged into your dashboard, click on…

To edit an arrangement, to adjust an amount or to add/remove dates, just use the activity centre and the Action menu. We outline in this video and in the walk-through steps below.  Here is the process Step 1 – once logged into your dashboard, click on the Pending Payment/Processing Alternatively, if you have the…

Note: for this process below you’ll need to have user management permission for the taxpayer. Step one. Navigate to the contacts page from the left-hand menu. You can also select add a contact from the quick links section on your dashboard homepage. Once there click add a contact, the blue button on the right. Step…