Adding taxpayer accounts and editing their details

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…

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Woops, I made a mistake when I added a taxpayer to my account. Can I edit their details?
Woops, I made a mistake when I added a taxpayer to my account. Can I edit their details? 150 150 Support

Absolutely. Open the side menu bar and click on their name. Once on their dashboard, click ‘Taxpayer Details’, edit the relevant fields and click ‘Update Account’.

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The taxpayer I am wishing to register has subsidiaries. Am I able to add subsidiaries during the registration process?
The taxpayer I am wishing to register has subsidiaries. Am I able to add subsidiaries during the registration process? 150 150 Support

Yes, when adding a new taxpayer, you will be able to add other taxpayers who are part of the same group at the end of the registration process. Simply click the ‘Add Other Taxpayers’ box.

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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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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 is the difference between a Flexi and Advantage account?
What is the difference between a Flexi and Advantage account? 150 150 Support

Flexi account – transfer my tax as I pay Flexi accounts are perfect for the everyday user of TMNZ. We will transfer funds to Inland Revenue in the same month as we receive payment automatically. Why is transferring funds automatically a good idea? Faster representation of funds at IRD. Light touch approach. Cash management benefits…

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