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Go to Plugin Accountant
Onboarding
Tax Admin App
Getting started with Plugin
Initial Setup
Practice Management
The role of the Practice Administrator
Companies Office
Onboarding
Overview of Onboarding
Onboarding Stages
Onboarding Admin
End of Year
Accountants View
Business Questionnaire
General Questionnaire Overview
Investment Property Questionnaire
Personal Questionnaire
GST Process and Consulting Jobs
GST
Consulting Jobs
Plugin Tax
Provisional Tax
Tax - what the client sees
Tax Letters
Tax Admin
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Help Center
Onboarding
Tax Admin App
Getting started with Plugin
Initial Setup
Practice Management
The role of the Practice Administrator
Companies Office
Onboarding
Overview of Onboarding
Onboarding Stages
Onboarding Admin
End of Year
Accountants View
Business Questionnaire
General Questionnaire Overview
Investment Property Questionnaire
Personal Questionnaire
GST Process and Consulting Jobs
GST
Consulting Jobs
Plugin Tax
Provisional Tax
Tax - what the client sees
Tax Letters
Tax Admin
Onboarding
Onboarding Video
Overview of Onboarding
Onboarding Overview
Adding existing clients to Plugin
Onboarding Stages
Onboarding - Accounting details
Onboarding - People in the business
Onboarding - personal tax returns
Onboarding - authority to act
Onboarding - ID check
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Onboarding Admin
Opening and closing onboarding for a client
Onboarding Admin - understanding the client record
Onboarding Admin Report - components
Onboarding Admin Report - explaining the biometric and address check "states"
Onboarding tasks in XPM
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