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Lloyd Evaroa

How do I change what correspondence I or someone else receives from TMNZ when transacting on behalf of a taxpayer?

How do I change what correspondence I or someone else receives from TMNZ when transacting on behalf of a taxpayer? 150 150 Support

To manipulate the correspondence you receive, select ‘Taxpayer Accounts’ from your home page (click the TMNZ logo in the top left to return home). From here you can manipulate the email preferences you receive in relation to every taxpayer you are connected to. To manipulate the correspondence around a specific taxpayer, select the taxpayer using…

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

I registered a taxpayer, but now realise I need to add a subsidiary to their account. How do I do this? 150 150 Support

If you have already completed the registration process, you will need email our Client Services Team at support@tmnz.co.nz or phone 0800 829 888 to add any additional subsidiaries.

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Are you able to explain the different communication preferences?

Are you able to explain the different communication preferences? 150 150 Support

The different communication preferences determine what emails you (or someone else associated with that account) receive when transacting with TMNZ. No transactions: You will receive no emails from TMNZ regarding quotes, requests and payment reminders entered on behalf of a taxpayer you manage. Please note that if you have ‘Provisional Tax Date Reminders’ ticked, you…

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Can I use Tax Finance to defer my income tax payment for more than 75 days past my terminal tax date?

Can I use Tax Finance to defer my income tax payment for more than 75 days past my terminal tax date? 150 150 Support

No, tax pooling legislation prohibits us from going beyond this deadline.

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How do I add users to a taxpayer account?

How do I add users to a taxpayer account? 150 150 Support

Users can be added to taxpayer accounts using the ‘Contacts’ left menu item. If you are viewing ‘All My Taxpayers’, you will be prompted to select a taxpayer account. If you are viewing a specific taxpayer, it will offer to add users to the one you are viewing.

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What if I make a mistake on my transfers?

What if I make a mistake on my transfers? 150 150 Support

If you have just entered the transfer request, no worries. Contact our Client Services Team on 0800 829 888 or email support@tmnz.co.nz and we can remove the transfer so you can start again. If the transfer has already been sent to IRD, let us know and we will work with you to try to have…

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How do I add a taxpayer?

How do I add a taxpayer? 150 150 Support

Once in the dashboard, go to the left hand side menu, select Taxpayer Accounts. From there click on Add New Taxpayer. You’ll be prompted to add details about the taxpayer as in the below screen.

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

What if the taxpayer is already registered with TMNZ? How do I get access to their account? 150 150 Support

Add a taxpayer as you normally would. A message will appear at the bottom of the screen saying the taxpayer is already registered and asking if you would like TMNZ to contact the registered owner of the account. Click continue. You will be granted access once the registered account owner confirms your request.

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

What are the different types of roles users managing a taxpayer account can have? 150 150 Support

There are two types of roles a user can be assigned: Owner: An Owner is someone who has the authority to act on behalf of that taxpayer, and the ability to approve, edit or delete other users, including users with Full Access. Full Access: Someone with Full Access can act on behalf of that taxpayer.…

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

How do I log into the dashboard of a taxpayer whose payments I manage? 150 150 Support

To access a taxpayer’s dashboard, search for them through the navigational tool located at the top of your screen. Their dashboard will appear. You will know you are transacting for them as their name will appear in the navigation tool. To reset your navigational view, click on the TMNZ logo in the top left corner.…

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