Set up a Tax Management New Zealand integration

Overview

With TaxLab’s Tax Management New Zealand (TMNZ) integration you can have your clients TMNZ tax pooling transactions automatically imported into your entities in TaxLab. Only the user that set up the connection will be able to see it in TaxLab and we recommend only setting up one connection per TMNZ account to prevent duplicate connections occurring. You will only be able to see entities that you have access to through your TMNZ login. 

We recommend that if your organisation runs a master TMNZ account that has access to all entities, that you use this login to set up the connection to TaxLab.

Add your TMNZ account

1. From your TaxLab home page, select Administration > Under Settings > select Integrations 
2. In Integrations, select Add > select Tax Management New Zealand.
3. You will be redirected to log in to your TMNZ account.
4. Select Allow access.

You will then be redirected back to the TaxLab home screen.

Link a TMNZ taxpayer to a an entity

Once you’ve added a TMNZ integration you can link your TaxLab entities to your corresponding TMNZ entities. On the TaxLab Integrations page, select the TMNZ connection link to view your TMNZ entities. 

1. Locate the TMNZ client you want to connect and select the Settings icon to the right of it.
2. Start typing the name of the corresponding TaxLab entity, then select the required entity in the list that displays.
3. Select Save.

Activate or deactivate an entity

By connecting an entity, the data import function is enabled. To disable the data import, deactivate the taxpayer.

1. On the Tax Management New Zealand integration page, select the check box of the taxpayer you want to activate.
2. Select the required option:
   • To activate the taxpayer, select the Activate button.
   • To deactivate the taxpayer, select the Deactivate button.

Reset a TMNZ integration

1. From the TaxLab home screen, in the navigation bar select Administration > Integrations > Tax Management New Zealand.
2. Select the three vertical dots > Select Remove.

From there you will need to follow the instructions to re-add your TMNZ integration. Your entities will still be linked once the integration has been added again.