Using the TMNZ dashboard

How do I add users to a taxpayer account?

How do I add users to a taxpayer account? 150 150 Support

Users can be added to taxpayer accounts using the ‘Contacts’ left menu item. If you are viewing ‘All My Taxpayers’, you will be prompted to select a taxpayer account. If you are viewing a specific taxpayer, it will offer to add users to the one you are viewing.

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How do I add a taxpayer?

How do I add a taxpayer? 150 150 Support

Once in the dashboard, go to the left hand side menu, select Taxpayer Accounts. From there click on Add New Taxpayer. You’ll be prompted to add details about the taxpayer as in the below screen.

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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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How do I make transfers for a taxpayer?

How do I make transfers for a taxpayer? 150 150 Support

Using the navigational tool (located at the top of your screen) select the taxpayer for which you are looking to action transfers. From the right side of their dashboard you should see several options under ‘Quote & Transact’ including Tax Transfer. If this option does not show, the client will be a Flexi account type…

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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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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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