Accountants

We’re excited to share with you: Tax pooling – The 7 May solution. Discover how tax pooling makes 7 May easier for your clients by reducing pressure and minimising risk. We’ll cover the latest market insights and tax pooling best practices, with real-world examples that show exactly how it works.

What you’ll learn

• fresh market insights
• how to strengthen your clients’ tax approach without straining cashflow
• tips for staying ahead of your clients’ tax needs for 2025-2026
• tax pooling benefits in action through real examples
• Q&A

Who this is for

This webinar is perfect for tax agents and accountants in public practice.

This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.

The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.

Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.

This practical 30-minute session is on using tax pooling to your advantage during Inland Revenue tax audits and reassessments. We’ll show you how being proactive provides the best outcome for you or your clients.

TMNZ has the largest pool of historical tax in New Zealand. We can help with any type of tax – PAYE, FBT, GST, NRWT, terminal tax and provisional tax. Our tax pooling experts are here to support you through audits and voluntary disclosures.

What you’ll learn

• How to reduce interest costs and manage cashflow during a voluntary disclosure
• Effective strategies to manage tax disputes over time
• Q&A.

Who this is for

This webinar is perfect for tax agents, accountants and finance professionals.

This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.

The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.

Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.

We’re excited to share with you: Tax Pooling – An accountants’ guide to TMNZ’s Dashboard. In this session, you’ll learn how to navigate our TMNZ dashboard for setting up accounts, creating tax pooling arrangements, and taking advantage of features like Tax Swaps, and Group Optimiser.

What you’ll learn

Account setup and management:

• updating personal information
• setting up client accounts (taxpayer accounts)
• accessing a firm-wide view.

Tax pooling:

• setting up a tax pooling arrangement
• Tax Swaps
• Group Optimiser.

This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.

The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.

Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.

We’re excited to share with you: Tax Pooling – Managing Imputation Credits where you will learn how to manage your ICA (Imputation Credit Account) position by using and recording tax pooling transactions.

What you’ll learn

• the purpose of an ICA
• when imputation credits and debits arise on tax pooling transactions
• how New Zealand tax legislation requires these entries to be recognised
• Q&A.

What are Imputation Credits?

Imputation Credits allow businesses to pass on the income tax they have already paid, to their shareholders.

A shareholder can claim the credits they have received to offset the tax they are liable to pay on that dividend income. This prevents double taxation in the hands of the shareholders.

Who this is for

This webinar is perfect for tax agents and accountants in businesses dealing with the Imputation Credit return.

This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.

The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.

Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.

We’re excited to share with you: Tax Pooling – the Basics and Benefits. If you’re new to tax pooling, or need a refresher, watch to learn how tax pooling works and how it can help accountants and businesses better manage tax payments, with more freedom and cashflow flexibility.

What you’ll learn

• the fundamentals of tax pooling and how it works
• all the benefits of tax pooling
• best practice uses of tax pooling in the current environment
• the important ways TMNZ can help accountants and businesses.

Who this is for

• tax agents and accountants in public practice looking for an introduction to tax pooling, or wanting to refresh their knowledge
• business owners interested in using tax pooling to manage their tax with more freedom and cashflow flexibility.

This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.

The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.

Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.