Managing my firm

January 27, 2021

What are the different types of roles an agent can have within a tax firm?

What are the different types of roles an agent can have within a tax firm? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 27, 2021 January 27, 2021

There are three types of roles an agent can be assigned. Lead: Someone who has authority to act on behalf of the tax firm, and the ability to edit and delete other users, including Administrators. A Lead Agent has full access over all client accounts linked to the firm (except for private accounts). Administrator: An…

January 26, 2021

I’m a lead agent/administrator of a firm. How do I add users under my firm?

I’m a lead agent/administrator of a firm. How do I add users under my firm? https://support.tmnz.co.nz/wp-content/themes/movedo/images/empty/thumbnail.jpg 150 150 Support Support //support.tmnz.co.nz/wp-content/uploads/2022/11/TMNZ_logo_horizontal-tag_N-green_RGB.png January 26, 2021 January 26, 2021

Open the navigation tool (located at the top of your screen) and double click your firm. This will update your viewing to be the firm you selected. ‘Firm details’ should now be located as a left-hand menu item. Selecting this menu item will navigate you to a new page. On this page is a tab…