Getting started

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…

http://support.tmnz.co.nz/wp-content/uploads/2021/07/Add-Remove-Contact-Loom-1080p-V2-20-May-25-1.mp4 This video shows you how to modify which individuals receive transactional emails and notifications for taxpayers on your account. The Manage Contacts feature in your Dashboard enables you to add or remove email recipients who will receive communications related to taxpayers on the account.