Does it replace Xero?

No. TAP sits alongside your ledger. Your ledger holds the numbers; TAP manages clients, documents, organisers, approvals, jobs and invoices.

Does it handle GST returns?

Yes. GST periods run as repeatable jobs with document collection, reminders and client approval.

Yes. New Zealand firms are billed in NZD and invoice their own clients in NZD with 15% GST.

Tax Agent PortalPractice Portal

New Zealand · Tax & Accounting

Tax accounting software for New Zealand firms

TAP gives New Zealand practices one secure platform for client records, document collection, organisers, engagement letters, GST return workflow, job tracking and NZD invoicing.

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Why firms choose TaxAgentPortal

IRD and NZBN aware

New Zealand identifiers, tax years and GST periods are built in.

Stop chasing records

Missing-information requests with automatic reminders replace email chains.

Signed and evidenced

Engagement letters and approvals signed online with a full audit trail.

Bill from the job

Raise NZD invoices from completed work and take card payment via a secure link.

How firms use it

Individual returns

Organisers collect everything up front so preparation isn't stop-start.

Company and trust clients

Group related entities under one client view with shared documents and jobs.

GST cycles

Two-monthly and six-monthly GST periods handled as templated, repeatable jobs.

FAQ

Frequently asked questions

It is the system a practice uses to run client work end to end — collecting records, tracking jobs, getting documents signed and billing. TAP covers everything around filing; it is not a ledger or an Inland Revenue gateway.

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