This article summarises how to get a quote for tax requirements.
To create a quote, select a taxpayer within the portal, and then use one of the quick links on the taxpayer page. Alternatively, you can choose the type of transaction you desire under the 'Manage Tax' header.
Fill in the relevant information such as the tax year and check details such as your provisional tax method, balance date and terminal tax date prior to entering the tax amount needed at each date.
On the payment options screen, you will be presented with a number of different options to suit your client and their cashflow needs.
Remember to click 'save' if you are not quite ready to confirm the quote and this will keep it on your account under 'Saved Estimates'. Alternatively, choose your payment option and click submit in order to lock in the arrangement.
If you would like to create a quote without entering taxpayer details, you can learn more about our quick quote function here.
The Tax Traders team is always here to help. Please give us a call on 0800 829 872 or email team@taxtraders.co.nz with the details of your enquiry. One of our team will be in touch as soon as possible to help you with any questions you may have.