Using the TMNZ dashboard

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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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…

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