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Knowledge base
  • Go to Tax Traders portal
  • Contact us
Getting started
  • Getting started
    • Understanding tax pooling
    • Quotes
    • Dashboard
  • Tax education
    • Tax pooling concepts
    • Application of tax pooling
  • Reporting
    • Taxpayer reports
    • Global reports
  • Transactions and account management
    • Buying tax
    • Selling tax
    • Swapping tax
    • Transferring tax
    • Depositing tax
    • Financing tax
    • Payment
    • Taxpayer Preferences
    • Account Settings
    • IRD Details
  • Tax Traders Advantage
    • Haven't signed up as a TTA yet?
    • Already signed up as a TTA?
  • Powered by Tax Traders
  • ProvCheck
    • All about ProvCheck
    • Getting started
    • Video tutorials
  • Templates & forms
      Back to home
      1. Knowledge base
      2. Getting started
      • Getting started
        • Understanding tax pooling
        • Quotes
        • Dashboard
      • Tax education
        • Tax pooling concepts
        • Application of tax pooling
      • Reporting
        • Taxpayer reports
        • Global reports
      • Transactions and account management
        • Buying tax
        • Selling tax
        • Swapping tax
        • Transferring tax
        • Depositing tax
        • Financing tax
        • Payment
        • Taxpayer Preferences
        • Account Settings
        • IRD Details
      • Tax Traders Advantage
        • Haven't signed up as a TTA yet?
        • Already signed up as a TTA?
      • Powered by Tax Traders
      • ProvCheck
        • All about ProvCheck
        • Getting started
        • Video tutorials
      • Templates & forms

      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
      • What is tax pooling?
      • Current tax pooling periods
      • Provisional tax deadlines
      • Explaining tax pooling to your clients
      • Uplift scenarios
      See more

      Quotes

      • How to confirm a quote
      • How to use our quick quote tool

      Dashboard

      • Getting to know your dashboard
      • How to use quick links and QUICKStart
      • How to rearrange the dashboard
      • Using our residual income tax (RIT) tool
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      • Go to Tax Traders portal
      • Contact us