Create an organisation

Overview

 A TaxLab organisation represents your workplace, whether you’re a single user, like a finance manager for a company, a sole trader with an IRD agency, or part of a team in an accounting firm. 

When the first user creates an account with TaxLab an organisation is automatically set up using your organisation's email domain. From there, you can easily add entities and invite other users to your TaxLab organisation.

Your team members will also need to go through this process to create their own accounts in order to access your organisation.

To simplify team access, TaxLab automatically links user accounts with the same email domain to the organisation.

Sign up online

1. Go to https://www.taxlab.online.
2. Select Sign up from the top right of the navigation bar. 
3. Next to 'Don’t have an account?' select Sign up now. 
4. Enter your email address.
5. Select the Send verification code button. 
6. Check your email inbox for a verification message from microsoftonline.com containing a verification code. Verification codes are valid for 5 minutes.
7. Enter the verification code and select the Verify code button.
8. Create a password adhering to the following criteria:
   • Between 10 and 64 characters
   • Must include at least 3 of the following: a lowercase letter, an uppercase letter, a digit, a symbol
9. Provide a Display Name, your Given Name, and Surname.
10. Tick the checkbox indicating that you have read and accepted our terms of use and privacy policy, then select the Sign up button.

After selecting the Sign up button you’ll be automatically prompted to set up multi-factor authentication (MFA).

What’s next?

Add an organisation administrator to your TaxLab organisation. 

Related articles

Set up multi-factor authentication (MFA)

Set up single sign-on (SSO)

Create a user account