Beyond The Ordinary
Welcome to QUI-Tax
QUI-Tax is designed for sole traders who want to take the hassle out of managing GST, income tax, and ACC levy obligations, with transparent support and a more personal, trusted experience.
Professional expertise, transparent support, and a clearer way to stay compliant.
Welcome back
Log in to your QUI-Tax workspace
Choose whether you are entering as a sole trader or as a QUI-Tax admin.
New here
Create your QUI-Tax account
Once Jacqui-Lin Limited approves your account, you will receive confirmation and be able to log in to your QUI-Tax workspace.
Reset password
Set a new QUI-Tax password
Use the secure email link to choose a fresh password for your client login.
QUI-Tax workspace
Welcome back
Connected
Financial year view
View totals for each New Zealand financial year from 1 April to 31 March.
Add earnings or deductions
Show what the client earned and what QUI-Tax handled on their behalf.
At a glance
A simple summary clients can check when they log in.
Total gross for this year
$0.00
Total deducted this year
$0.00
Net paid to you
$0.00
Pay date history
Each pay date is grouped into its own card. Open a card to see gross received, deductions handled, and net paid to you.
Client profile
Personal and business details connected to this QUI-Tax login.
Name
-
Business
-
Email
-
Service view
Earnings and deductions
Messages
Send a message to Jacqui-Lin Limited. Your message will stay in QUI-Tax and an email notification will be sent as well.
Workspace overview
Use these sections to manage clients cleanly without giving them Smartly access.
Clients
Add clients and open their full records
Imports
Bring in Smartly pay detail files
Approvals
Approve new client sign-ups
Client access
QUI-Tax only
Import notes
QUI-Tax now works best with three Smartly exports: Employee Pay Detailed for pay lines, Employee Card for profile details, and Employee Pay Components for deduction setup.
Pay lines
Employee Pay Detailed CSV
Profile details
Employee Card CSV
Deduction setup
Employee Pay Components CSV
Best for
Cleaner weekly imports and better client records
Add client
Create a new sole trader login before importing their Smartly file.
Client list
Quick view of sole traders using this local QUI-Tax app.
Import Smartly Employee Pay Detailed CSV
Import pay dates, gross income, tax, ACC, and service-fee lines. Leave client email blank if the file includes multiple current clients.
Import Smartly Employee Card CSV
Update client profile details like address, IRD number, bank account, and contact information.
Import Smartly Employee Pay Components CSV
Bring in deduction setups like ACC, IRD payment arrangements, and Jacqui-Lin Limited service-fee settings.
Import notes
Keep imports clean and consistent so clients only see their own data inside QUI-Tax.
Employee Pay Detailed
Pay dates, gross income, deductions, net flow
Employee Card
Client profile and contact details
Pay Components
ACC, IRD arrangement, and fee setup
Smartly access
Admin only
Pending sign-up approvals
When a client creates their own account, approve them here before they can log in. They will receive an approval email automatically.
Client details
Payments and deductions for this client.
Pay date history
Each pay date opens to show the full client breakdown for gross received, deductions handled, and net paid to client.
Edit payment or deduction
Use this to correct imported lines for the selected client.
Client profile
Personal and business details held in QUI-Tax for this client.
Messages
Reply to this client here. Replies stay saved in QUI-Tax and email the client as well.