Managing my firm

New email address

New email address 150 150 Support

If you have a new email address and would like to continue using TMNZ, the first step is to register with us via https://secure2.tmnz.co.nz/register with the new email address. The second step is to then add a taxpayer to this new login, at that point if they already exist the owner will be alerted to…

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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? 150 150 Support

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…

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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? 150 150 Support

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…

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What is a private account setting?

What is a private account setting? 150 150 Support

The private account setting protects the taxpayer account from being visible at a firm level. If an agent is connected to a taxpayer, agents with enough rights can view all taxpayers within a firm so they can oversee everyone. The private account is the exception to this supervision. It could be used by direct users…

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