Using the TMNZ dashboard

Woops, I made a mistake when I added a taxpayer to my account. Can I edit their details?
Woops, I made a mistake when I added a taxpayer to my account. Can I edit their details? 150 150 Support

Absolutely. Open the side menu bar and click on their name. Once on their dashboard, click ‘Taxpayer Details’, edit the relevant fields and click ‘Update Account’.

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The taxpayer I am wishing to register has subsidiaries. Am I able to add subsidiaries during the registration process?
The taxpayer I am wishing to register has subsidiaries. Am I able to add subsidiaries during the registration process? 150 150 Support

Yes, when adding a new taxpayer, you will be able to add other taxpayers who are part of the same group at the end of the registration process. Simply click the ‘Add Other Taxpayers’ box.

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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.

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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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I registered a taxpayer, but now realise I need to add a subsidiary to their account. How do I do this?
I registered a taxpayer, but now realise I need to add a subsidiary to their account. How do I do this? 150 150 Support

If you have already completed the registration process, you will need email our Client Services Team at support@tmnz.co.nz or phone 0800 829 888 to add any additional subsidiaries.

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What if the taxpayer is already registered with TMNZ? How do I get access to their account?
What if the taxpayer is already registered with TMNZ? How do I get access to their account? 150 150 Support

Add a taxpayer as you normally would. A message will appear at the bottom of the screen saying the taxpayer is already registered and asking if you would like TMNZ to contact the registered owner of the account. Click continue. You will be granted access once the registered account owner confirms your request.

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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.…

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How do I log into the dashboard of a taxpayer whose payments I manage?
How do I log into the dashboard of a taxpayer whose payments I manage? 150 150 Support

To access a taxpayer’s dashboard, search for them through the navigational tool located at the top of your screen. Their dashboard will appear. You will know you are transacting for them as their name will appear in the navigation tool. To reset your navigational view, click on the TMNZ logo in the top left corner.…

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How do I edit or update my details?
How do I edit or update my details? 150 150 Support

In the top right corner, you will see a small cog. Click on that, select ‘My Details’, edit and save the necessary details.

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