Client Dashboard
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Hi

Jesse Williams

Welcome to your Dashboard
Check out the Dashboard Tutorial button (to the left) for a quick overview on how to use your portal

Information last updated on:
January 23, 2024
Your current tax overview
070-808-072
IRD NUMBER / GST NUMBER
important note about your taxes
Heads up! If payments aren't made in full and on time, the IRD will begin charging interest and penalties straight away. If you are unable to meet your repayment obligations in time or you've missed the deadline already, please contact us ASAP so that we can look at other options to mitigate the additional charges. If you have any questions about your income tax payments or the below dates have already passed, then email us at office@iaca.co.nz
Check in here to see what tax is due and when
The only two certainties in life are death and taxes. By checking in here we will have your taxes due amounts and dates.
terminal tax
$
Due date:
What is terminal tax?
This is your year end square up for the previous financial year. This amount is your total tax liability based on the financial statements and tax returns (these are loaded in the documents tab) minus any tax credits and provisional tax paid.
student loan
paying gst
Your GST payment is due on the same day as your GST return. This is the 28th of the month after the end of your taxable period.
$
Due date:
first Provisional tax payment
What is provisional tax
This is tax that is paid in advance which will go towards your tax liability for the current financial year. The amount is based on your last filed income tax return so if you are aware of any substantial changes to your business that my affect your overall result, please contact us so that we can include this in our review of your provisional tax.
second Provisional tax payment
third Provisional tax payment
$
Due date:
wANt to learn more about terminal and provisional taxes? click here
IA training videos

These videos are helpful on learning how to get the best out of Xero.

Accounting and business updates
news
Unclaimed Money - Are YOU owed any money?

The unclaimed money search shows money left untouched by its owner in organisations such as banks, solicitors, service providers - power or telephone companies etc. Search your name now to see if you have any money to claim!Search for unclaimed money (ird.govt.nz)

Read more
news
Top 5 Year-end tax reducing tips!

Here’s five of our best tips and tricks for how we can work with you to make sure you are maximising your tax deductions to minimise your income tax bill

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news
Top 5 reasons why I have profit but no money in the bank

It’s a great day when you get your year-end financial statements. Your business is booming, and there is a huge profit! You're almost about to get the celebratory champers out when suddenly you realise that beautiful fat profit is not in fact in your bank account! So where did your money go?? We’ve outlined the top five reasons why you’ve made a ‘Profit’, but it doesn’t quite line up to what’s in the bank…

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news
Top 3 differences between drawings and wages

The two main methods to ‘pay’ yourself in your company are wages and drawings. We’ve broken down what we believe to be the top three differences between these two methods to help you decide what’s best for you and your business

Read more

Hi

Jesse Williams

Here are your important Documents

Your current documents
Welcome to our document storage space! This is where we'll keep all the important docs for your business. You can upload your own docs by clicking "Choose a file" Once it's uploaded, give it a name that will make it easy for you to spot in the name field and then hit submit. Easy-peasy!
There are no recent documents
Oops! Something went wrong while submitting the form.

Hi

Jesse Williams

This is your Goal setting area

Click here to add a goal

In business it's always important to have goals. Have a go at writing a few goals for the year ahead and this will be the place you can keep track. If you need a bit of help click here for more information about setting goals. You can also add some personal goals too. It's a great way to challenge yourself and work towards achieving something you've always wanted to do!

Then select goal type below
Oops! Something went wrong while submitting the form.
Business goals
Why not set your business goals for the year? Enter a title first eg. "Cashflow King/Queen". Then add some juicy details around your goal and how you might achieve it.
Personal goals
Why not set your personal goals for the year? Enter a title first eg. "Take a family holiday". Then add some juicy details around what you want to achieve and how you plan to do it.
Completed goals

Hi

Jesse Williams

Here are some Guides and Tools

Here are some of our favourite tools and guides to keep your business on track and make your life easier
Cashflow Spreadsheet
This is a way for you to get your cashflow under control.
Click hereClick here
Reducing your tax bill
This PDF has helpful tips on how to reduce your tax bill.
Click hereClick here
Business Plan template
All businesses need a plan. This template will make the process easier.
Click hereClick here
My Ird website
Login to your My IRD account to record payments and activity.
Click hereClick here
GST Calculator
Need to find out how much GST is being charged.
Click hereClick here
Currency converter
Find out the latest rates from around the world.
Click hereClick here

Hi

Jesse Williams

Here are your associated users

You do no have any associated users.

Hi

Jesse Williams

Here are your associated companies or entities

You do no have any associated users.