Skip to main content

Budget 2025 | The Government has announced proposed changes to Working for Families, KiwiSaver and has announced Investment Boost: an immediate tax deduction when acquiring new assets. Find out more: www.budget.govt.nz

You can now view return and payment information for clients you are subscribed to through the Intermediary Centre > My clients > Manage payments and returns. You can also see other linked relationships such as a nominated person.

You can filter by account/tax type, balances (debit or credit), payments (pending, posted, not submitted or reversed), returns (filed, not filed, pending or required) and periods (all, current period or previous period).

All web logons can view this information based on client list security settings and subscriptions. There are restrictions for access to the account based on account permissions e.g. those with read only access cannot file returns from here.
Last updated: 31 Oct 2022
Jump back to the top of the page