TMNZ Webinars

Grab a cup of coffee and a comfortable place to sit while we deliver top-notch content over a webinar. All you have to do is book into the session you want to attend and we’ll take care of the rest.

Learn about tax pooling from the best and brightest experts

TMNZ offers training to help accountants and tax agents in firms all over New Zealand provide a higher level of service in managing and optimising their clients provisional tax, terminal tax, tax pooling, payment of reassessed tax and imputation credit accounts.

Here are the 4 topics we plan to cover over the course of the next few months:

Tax Pooling 101

Tax pooling allows taxpayers to pay income tax in a manner and time that suits them at a cheaper interest cost. This session will walk through all the fundamentals that tax pooling can offer you or your clients.

TMNZ Dashboard Deep Dive

We cover everything you need to know in order to use the TMNZ online dashboard to generate Flexitax, Tax Finance and other transaction information, as well as demonstrating our new reporting features and walking through access functionality.

TMNZ Products

We’ll cover the products available through TMNZ. Those include: Flexitax®, Tax Finance, Depositing, Tax Swaps and selling excess tax. This will touch on how to optimise your position with TMNZ.

Specialised Topics

This includes specialised topics such as Imputation Credits, as well as bringing in guest speakers to cover other areas. Watch this space!

We recommend you do a system check prior to the webinar but in the unlikely event you have issues logging into the platform, you can find the steps to resolve here.

Presented by

Penny Trent

New to provisional tax or tax pooling

This session has been designed for those who are new to provisional tax and/or new to tax pooling. It will take you through some fundamentals of the provisional tax rules, as well as provide an understanding as to the different solutions that using TMNZ can bring to you or your client. There will also be a demonstration of how the TMNZ dashboard works – including basic navigation, understanding the activity centre, entering transactions and a review of the TMNZ tax calculator.

Penny is a Senior Client Relationship Manager in the Partnerships team. She manages clients in Canterbury.

Wednesday – 2 December 2020


Watch past webinars here:

Find past TMNZ webinars here.