Add or remove an entity subscription

Modified on Fri, 14 Mar at 9:37 AM

Overview

Before you can use the Income Tax and/or Fringe Benefit Tax modules (FBT - available only for NZ entities), you need to add a subscription to your entity. You can add subscriptions for these services at any time. Entities with active subscriptions are included in your billing account. For pricing details, visit the TaxLab pricing page.

Add an entity subscription

From the TaxLab home screen, select the name of the entity.
Select the Income tax or Fringe benefit tax tab, as required.
Select Add subscription. This will open a popup to enter more details:
Ensure the Entity type is correct.
Select the Return period dates for the first return you want to start.
Select Confirm.

Access other income tax years

Once you have added a subscription, the status of that tax year will show as Unlocked on your Income Tax tab. You can access the tax return for that tax year by selecting the year. If you wish to access other tax years you can from within the return you have opened.

From the Income Tax tab, select the Tax year that is displaying an Unlocked badge.
From the navigation bar select Goto.
Select any tax year displaying with a Not created badge. This will open the tax return, and take you directly to it to complete.

Remove an entity subscription

If you have an entity that you no longer wish to file returns for, you can remove the subscription from that entity, by archiving it. You will still be able to access entity data, but will no longer be able to edit, send or receive any data from integrations. You can also restore archived entities, which will automatically add the subscription back.

Troubleshooting

I am being billed for an entity that is no longer active/I no longer act for/doesn't exist

If there is an entity on your billing subscription that you don't think you should be paying for, you will need to follow the steps above under "Remove an entity subscription." Alternatively you can contact our billing team directly.

What's next?

Now you're ready to begin preparing a tax return. Get an overview of accounts and the trial balance.

Open an income tax calculation.

Add or edit an entity's details.