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Setup and administration
Getting started (6)
Getting started with TaxLab video tutorials
Video tutorials
Webinars
Helpdesk and other contacts
Overview of your TaxLab Home screen
In-app announcements
User accounts (11)
Create an account
Set up multi-factor authentication (MFA)
Set up single sign-on (SSO)
Sign in to TaxLab
Reset your Password
Add users to entities
Overview of users
Add a User
Edit or remove a User
Users and Subscriptions
View the Activity Log
Entities (12)
Overview of Entities
Create an Entity
Add or edit an entity’s details
Add a Subscription
Archive, restore or delete an Entity
Return tasks
Get access to an Entity
Entity Management
Branded and customised E-file transcripts
Get entities into TaxLab
Overview of a Consolidated Tax Group
Create a Group
Integrations (5)
Inland Revenue integration
Reauthenticate an Inland Revenue connection
Tax Management New Zealand integration
Tax Traders integration
Xero ledger integration
Billing accounts, invoicing and cancellations (3)
Vendor setup details
Direct Debit setup
Cancelling a subscription