Getting started

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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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…

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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…

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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…

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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…

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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…

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