Skip to content
Open main navigation
Close main navigation
Sign in to your dashboard
Sign in to your dashboard
How can we help?
There are no suggestions because the search field is empty.
TMNZ Help Centre
Creating and managing plans
Creating and managing plans
Plan overview
Understanding your plan options: Tax Purchase, Tax Finance, Tax Deposit
Tax Purchase
Creating a Tax Purchase plan (paying past provisional tax dates)
Payment options
Flexi: making flexible partial payments with no fixed schedule
Choosing a payment option: single payment, monthly instalments, or Flexi
Tax Finance
Creating a Tax Finance plan
How Tax Finance instalment schedules work
Plan eligibility
One plan per tax date: how this rule works
The 75-day window: what it is and why it matters
Pricing
How plan pricing is calculated (interest rates and UOMI savings)
Plan management
Cancelling a plan
Viewing and tracking your active plans
Tax Swaps
Tax Swaps: what they are and how to request one
Bulk actions
Bulk plan creation for multiple clients
Payment dates & obligations
Safe harbour and estimation methods explained
What happens if the final tax amount differs from your estimate
Understanding P1, P2, and P3 provisional tax instalment dates
Choose the right option
Single payment vs Flexi: which to use when
Is Tax Deposit worth it compared to paying IRD at the due date?
Tax Finance vs Tax Purchase: what is the difference?
Tax Deposit
Creating a Tax Deposit plan (upcoming tax dates)
