Tax Admin App (Pro)

Getting Started in Pro

• Overview of the steps involved in getting Pro set up for success!

Operation Settings - Connections

• How to add your IRD Authorities (singular or multiple), IRD Client List/s and verify via MyIR
• Linking Tax Admin App (Pro) with XPM
• A guide to allowing XPM 3rd Party Access
• Instructions on how to build and attach an XPM correlation report

Operation Settings - Plan

• Plan

Operation Settings - Practice

• Manage Practice
• Practice Users
• Email Templates

Tax Admin - Tax Letters

• Inbox
• Archived
• Letter Control Tab

Tax Admin - Clients

• Clients
• Unmatched Clients and Managers

Tax Admin - History

• Event Log