Tax Track

Tax Track gives accountants the foresight they’ve always wanted, surfacing the key changes, silent updates, and client decisions buried deep in Inland Revenue’s system. It’s the intel you wish you’d had last month or last year, delivered right when it matters.

The heads-up you’ve always needed.

Every day, IR takes actions you or your clients may not know about. Refunds redirected, donations declined, GST status updated, payments misapplied, provisional tax methods, periods or terminal tax dates changed — and you’re often the last to know.

Until now.

Tax Track pulls together hard-to-access and often overlooked IR data and organises it into actionable, client-facing insights. Think of it as your monthly radar report, highlighting every important status update, silent system change or client misstep before it causes a compliance headache.

Tax Track monitors: Refunds paid, held or redirected; donations received, declined or adjusted (transferred elsewhere); transfers across tax periods and accounts; changes to balance dates or GST registrations; mismatched or misallocated payments; monthly penalty and interest projections across your entire portfolio; provisional tax method changes; and change of agent.

This is about transforming unknowns into opportunities.

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Why you'll love Tax Track

  • Get notified of changes IR make in real time.

  • Proactively contact clients with insights they weren’t expecting – but will thank you for.

  • Reduce compliance risk and identify advisory opportunities.

  • Boost efficiency and accuracy across your firm.

  • Automate a process that’s been manual and painful for far too long, saving hours of time.

Why your clients will love Tax Track

  • They see faster service and fewer errors.

  • They receive more of your time for the things that matter to them.

Pricing

Tax Track

 
$99 per month (for client list of 500 or clients)

$149 per month (for client list between 501 and 1,500 clients)
 
$199 per month (for client list between 1,501 and 3,000 clients)

$299 per month (for client list of more than 3,000 clients)

- Next day reporting highlighting changes delivered to your inbox
- Group and sort issues by tax type for easy identification

Combo: Tax Track + Tax Check Premium

 

$289 per month (for client list of 500 or fewer clients)


$439 per month (for client list between 501 and 1,500 clients)

 

$579 per month (for client list between 1,501 and 3,000 clients)


$749 per month (for client list of more than 3,000 taxpayers)

 

- All the information you want, available instantly, at a fraction of the cost

- Avoids human error and delays

- Supports client acquisition and satisfaction

Combo: Tax Track + Tax Check Premium + Pool Perfect Plus


$349 per month (for client list of 500 or fewer clients)


$539 per month (for client list between 501 and 1,500 clients)

 

$729 per month (for client list between 1,501 and 3,000 clients)


$959 per month (for client list of more than 3,000 taxpayers)

- Change the way you look after your clients and reap the rewards

- Increase speed and accuracy

-Support client acquisition and satisfaction

- Unlock real savings for you and your clients

Ready to experience what Tax Track can do for your firm?

Join our Early Adopters programme to discover how Tax Track can help your firm improve efficiencies and provide value to your clients.

Register
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