Managing taxpayer accounts

I am the Owner of a taxpayer account. How do I assign roles among those users who are registered with TMNZ?
I am the Owner of a taxpayer account. How do I assign roles among those users who are registered with TMNZ? 150 150 Support

Easy. Log into the taxpayer’s dashboard by searching them in ‘My Taxpayers’ and clicking their name. Click ‘Manage Users’ and you will be able to edit what role each user linked to that account has.

read more

What are the different types of roles users managing a taxpayer account can have?
What are the different types of roles users managing a taxpayer account can have? 150 150 Support

There are two types of roles a user can be assigned: Owner: An Owner is someone who has the authority to act on behalf of that taxpayer, and the ability to approve, edit or delete other users, including users with Full Access. Full Access: Someone with Full Access can act on behalf of that taxpayer.…

read more

How do I delete a taxpayer from the dashboard?
How do I delete a taxpayer from the dashboard? 150 150 Support

On the dashboard: Select Taxpayer Accounts> Press the widget on the right hand side of the taxpayer you were looking to remove> Once the widget is pressed, you will be given 3 options> Select Remove> Once you select ‘Remove’, another tab will appear to confirm you want to remove yourself as a contact from the taxpayer> Confirm…

read more
Enter your
text here