Temporary notices
Our latest help and information that's relevant for a limited time
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Create an organisation
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Find and access entities
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Add entities to your organisation
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Add or edit an entity’s details
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Add groups, contacts and user roles to entities
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Create a Consolidated Tax Group
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Create a consolidated financial statements group
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Set up email sending
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Branded and customised E-file transcripts
Income tax
How to finalise and file tax returns with Inland Revenue.
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Overview of accounts and the trial balance
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Import trial balances for a group from Microsoft Excel
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Using the consolidated financial statements group import template
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Add, edit and delete accounts
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Prepare an IR10 financial statements summary
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Import a trial balance
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Assign accounts in a trial balance
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Add a file to an entity
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Add a query or note
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Understanding workpapers
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Add or remove a workpaper
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Residential rental property workpapers & disclosures
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Inland Revenue prefill
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Add a foreign income workpaper
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Add an entertainment workpaper to an account
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Add a Temporary difference workpaper
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Add a donation credits workpaper
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Add a Charitable gift workpaper
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Settlements
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Deferred income and expenditure
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Add or remove a breakdown
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Set up a Capex register
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Adjustments outside financial statements
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Add an interest income workpaper
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Add a dividend income workpaper
Income tax provisioning
Current and deferred tax accounting for financial statements and tax note disclosures.
Tax payment notices
Prepare and send provisional tax and terminal tax payment notices.
Fringe benefit tax returns
Import benefits, motor vehicle, and employee data to automatically populate FBT calculations, reports, and returns.