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’.
read moreYes, 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.
read moreEasy. 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 moreThere 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…
read moreYes, if you are wishing to sell or refund tax held in our tax pool, we may require AML documentation from you and anyone else who acts on behalf of the taxpayer whose payments you manage. If you think this will apply to you or have any questions, contact our Client Service Team on 0800…
read moreOpen 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…
read moreYes, you can choose to receive different transaction emails for each taxpayer you manage.
read moreTo manipulate the correspondence you receive, select ‘Taxpayer Accounts’ from your home page (click the TMNZ logo in the top left to return home). From here you can manipulate the email preferences you receive in relation to every taxpayer you are connected to. To manipulate the correspondence around a specific taxpayer, select the taxpayer using…
read moreIf 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.
read moreThe different communication preferences determine what emails you (or someone else associated with that account) receive when transacting with TMNZ. No transactions: You will receive no emails from TMNZ regarding quotes, requests and payment reminders entered on behalf of a taxpayer you manage. Please note that if you have ‘Provisional Tax Date Reminders’ ticked, you…
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