Posts By :

Lloyd Evaroa

Disallowed Transfers
Disallowed Transfers 150 150 Support

What are disallowed transfers? According to the rules set out in the Income Tax Act 2007 on the transfer of tax pooling funds, Inland Revenue may decline transfers on the following grounds: If tax pooling funds (for expected liability) were transferred before a notice of assessment was issued by IR If the request for tax…

read more

Where can I find my Tax Agent ID and Client List ID
Where can I find my Tax Agent ID and Client List ID 150 150 Support

Finding your Tax Agent ID and Client List ID 1. Go to https://www.ird.govt.nz/ and log into your myIR account. 2. Once logged in, navigate to the Intermediary centre on the right side. 3. Select Manage agency. 4. Your Tax Agent ID can be found underneath your organisation. 5. Find your Client List ID in the…

read more

Adding a taxpayer
Adding a taxpayer 150 150 Support

 Step 1. To add a taxpayer to your TMNZ dashboard login and from the quick links section select Add Taxpayer. Step 2. You will then be asked to enter the details for the taxpayer. Please ensure these are exactly the same as the details held at Inland Revenue for the taxpayer. Step 3. To…

read more

Quoting with TMNZ
Quoting with TMNZ 150 150 Support

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…

read more

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…

read more

Payment instructions
Payment instructions 150 150 Support

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…

read more

Editing an arrangement
Editing an arrangement 150 150 Support

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…

read more

Adding a contact to a taxpayer
Adding a contact to a taxpayer 150 150 Support

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…

read more

Enable live IRD data
Enable live IRD data 150 150 Support

Connecting your clients to live IRD data Get Started The Inland Revenue Data is obtained via APS who are an IRD approved Digital Service Provider.  You do not need to be an APS client to complete the setup. APS do not store any of this data. Once you have connectivity, the taxpayers Inland Revenue data…

read more

New email address
New email address 150 150 Support

If you have a new email address and would like to continue using TMNZ, the first step is to register with us via https://secure2.tmnz.co.nz/register with the new email address. The second step is to then add a taxpayer to this new login, at that point if they already exist the owner will be alerted to…

read more
Enter your
text here