Tax agent workflow tool
Client Tax Deadline Tracker
Track GST, PAYE, income tax, provisional tax and withholding tax due queues. Use manual due date for tax agent EOT, myIR letters, non-standard balance dates or negotiated dates.
Important: This is a workflow tracker, not an IRD filing system. Always confirm due dates in myIR, IRD correspondence and the client's actual account settings.
| Client | IRD | Tax type | Period | Auto due | Manual due | Final due | Days | Priority | Status | Contact | Actions |
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Built-in default rules
GST, PAYE, payday filing, provisional tax and EOT defaults are loaded for workflow planning only. Use manual due date when myIR or client-specific settings differ.