Temporary notices
Our latest help and information that's relevant for a limited time
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Quick start guide
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Customer Support
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Create an organisation
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Add an organisation administrator
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Set up entity access and organisation users
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Set up an Inland Revenue integration
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Add entities to your organisation
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Add groups, contacts and user roles to entities
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Set up a Tax Management New Zealand integration
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Set up a Tax Traders integration
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Set up email sending
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Tax advice disclaimer
Income tax workpapers
Import data, prepare workpapers, and automate calculations that populate income tax provisioning and income tax returns.
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Understanding workpapers
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Add or remove a Workpaper
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Edit the tax form disclosure
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Residential rental property workpapers & disclosures
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Inland Revenue prefill
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Add foreign income
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Add an entertainment workpaper to an Account
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Temporary difference workpaper
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Add a Rental schedule workpaper to an Account
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Donation Credits workpaper
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Charitable gift workpaper
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Settlements
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Deferred income and expenditure
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Add or remove a breakdown
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Set up a Capex register
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Workpapers and adjustments video tutorials
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Adjustments outside financial statements
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Add a note against an account
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Files
Tax payment notices
Prepare and send provisional tax and terminal tax payment notices.
Income tax returns
How to finalise and file tax returns with Inland Revenue.
Income tax provisioning
Current and deferred tax accounting for financial statements and tax note disclosures.
Fringe benefit tax returns
Import benefits, motor vehicle, and employee data to automatically populate FBT calculations, reports, and FBT returns.