Entering and Updating Your Business Details

When your business account details are neat and tidy, our system runs smoothly. Here is how to keep this updated.

Updated: March 2024

Your business details entered in the Account Settings tab are used when filing your employer returns with the IRD. We also use this information to notify you when action is needed on your account. It is therefore important to keep this tab updated.

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If you are a partner setting up a client's payroll account on their behalf, it is handy to have the following information at hand:

  • The organisation details such as registered name, physical address and IRD number
  • What they want to call their payroll. This will be displayed on their payslips
  • The contact details of the person responsible for managing this payroll account - name, email address, and phone number
  • The business bank account details
  • An image file of their business branding, if desired (optional).

Entering Business Information

Business information is added/updated in the Account Settings tab:

GlobalNav_Path_AccountSettings (1)From the dashboard, go to Settings and select 'Account Settings' from the menu. Now you are ready to fill in the details.

- Click on an orange explore button to see what information is needed -


Next step:

Follow the links to the dedicated articles on each of these steps.

SavePrompt

 

Remember to 'Save' the information you've just entered by pressing the 'Save' button at the bottom of the tab.