Create an organisation

Overview

 An organisation in TaxLab represents your workplace, whether you’re a single user, like a finance manager for a company, a sole trader with an IRD agency, or part of a team in an accounting firm. 

Create an organisation

When a new user signs up to TaxLab, the system checks to see whether an organisation already exists for that email domain. If none is found, a new TaxLab organisation is created. This first user in an organisation is granted administrator privileges.

Sign up online

1. Navigate to https://www.taxlab.online.
2. Select Sign up from the top right of the navigation bar. 
3. Next to 'Don’t have an account?' select Sign up now. 
4. Enter your email address.
5. Select the Send verification code button. 
6. Check your email inbox for a verification message from microsoftonline.com containing a verification code. Verification codes are valid for 5 minutes.
7. Enter the verification code and select the Verify code button.
8. Create a password adhering to the following criteria:
   • Between 10 and 64 characters
   • Must include at least 3 of the following: a lowercase letter, an uppercase letter, a digit, a symbol
9. Provide a Display Name, your Given Name, and Surname.
10. Tick the checkbox indicating that you have read and accepted our terms of use and privacy policy, then select the Sign up button.

After selecting the Sign up button you’ll be automatically prompted to set up multi-factor authentication (MFA).

Add users to your organisation

Once an organisation has been created, any new users who sign up with the same email domain will automatically be linked to that organisation.

What’s next?

Add another organisation administrator to your TaxLab organisation. 

Related articles

Set up multi-factor authentication (MFA)

Set up single sign-on (SSO)

Create a user account