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TMNZ Help Centre
The Wallet

The Wallet

Wallet overview

Viewing your wallet balance
What is the wallet?

Fund flows

Adding funds to your wallet
Withdrawing funds from your wallet
How funds flow from your wallet to a deposit plan
Paying for a plan using your wallet balance

Get started / Account setup
Migration
Setting up your firm
Connecting to IRD / myIR
Adding and managing clients
Creating and managing plans
Making payments
The Wallet
- Wallet overview
- Fund flows
Transfers to IRD
Tax Sales and Refunds
- Tax Sales
- Refunds
Notifications and communications
Client records and tax positions
- Client record
Account and firm management
Tax pooling, legislation & general info
Agent dashboard & client management
- Agent dashboard
- Reports

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