Quick start guide

Welcome to TaxLab!

Whether you're setting up an accounting firm or part of an in-house tax or finance team, this guide will take you through the key steps to get started in TaxLab.

Quick start

Income tax 

If you need to set up income tax, tax payments or Tax Inbox+, the articles below will guide you through the process. 

1. Create an organisation.
2. Add an organisation administrator.
3. Set up tax transaction integrations: Inland Revenue, Tax Traders, and Tax Management New Zealand.
4. Add entities to your organisation.
5. Set up entity access and organisation users.
6. Add groups, contacts and user roles to entities.
7. Add an income tax subscription to your entities.

FBT

If you need to set up FBT the articles below will guide you through the process.

1. Create an organisation.
2. Add an organisation administrator (Optional).
3. Add entities to your organisation.
4. Set up entity access and organisation users. 
5. Add an FBT subscription to your entities. 

Helpful resources

• Help centre
• Temporary notices
• Contact us
• Vendor setup details
• Direct debit setup