Frequently asked questions

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Frequently asked questions

Getting started

Getting started

Background on how to get started with tax pooling, and an overview of our tools.

Understanding tax pooling

Benefits of tax pooling

Who can use tax pooling

Tax pooling overview

Deposits vs. purchased funds

Types of tax you can purchase

Current tax pooling periods

Reassessed tax payment timeline

Notifying Inland Revenue of tax pooling arrangements

Inland Revenue transfer timeframes

Provisional tax deadlines by balance date

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Quotes

Create a quote

How to easily determine uplift

Confirm a quote

Estimate a future tax year

How to use our quick quote tool

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Using our tools

Getting to know your dashboard

How to use quick links and QUICKStart

How to rearrange the dashboard

How to view upcoming payments

Using our residual income tax (RIT) tool

Transferring funds from the tax pool to Inland Revenue

How to customise my payment options

How to hold a 'buy' amount in the pool

Transaction status overview

What reports do you have available in the portal?

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