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.

Book a tax pooling overview for your business

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.

Ask a tax expert