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TMNZ Help Centre
Adding and managing clients
Adding and managing clients
Adding clients
Adding a taxpayer (client) to your account
Importing multiple clients in bulk (CSV)
Client invitations
What the client sees once they accept an invitation
Inviting a client to view their own taxpayer record
IRD linking
Sending an IRD-linking reminder to a client
Linking a taxpayer's IRD number
Access & permissions
Managing taxpayer access: who can see which clients
Removing a client from your account
Tax pooling groups
Tax Pooling Groups: creating and managing groups of related taxpayers
