QUI-Tax and Jacqui-Lin Limited
Welcome to your client portal
Access either your QUI-Tax sole trader workspace or your Client Tax-IRD Individual workspace. Each service keeps its own client login and workspace.
Professional expertise, transparent support, and a clearer way to stay informed and compliant.
Welcome back
Log in to your QUI-Tax or Client Tax-IRD Individual workspace
Choose whether you are entering as a QUI-Tax sole trader, an admin, or a Tax Client - Individual client.
New here
Create your QUI-Tax Sole Trader account
This self-signup path is for QUI-Tax Sole Trader clients only. Tax Client - Individual access is created directly by Jacqui-Lin Limited.
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.
IRD at a glance
Quick financial-year IRD, ACC, and Working for Families information without opening the full IRD tab.
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.
Reports
Download financial statements, expense summaries, payment summaries, and profit and loss reports from your QUI-Tax records.
Financial Statements
Current financial year to date
Previous financial year
Prior financial year - Filed
Provisional tax summary
Expense Summaries
Expenses for previous financial year
Expenses for prior financial year
Payment Summaries
Payment Summary for previous financial year
Payment Summary for prior financial year
Statement of Account
Generate a report of invoices, payments and any balance owed for the current financial year to date.
Card Statements
Client card statement
Profit & Loss Statement
Current financial year to date
Provisional Profit & Loss Statement
Profit & Loss Statement
Receipts
Upload self-employed or business receipts you may want to claim at end-of-year tax time.
Saved receipts
Receipts saved here are only visible to you and Jacqui-Lin Limited admin.
Client profile
Personal and business details connected to this QUI-Tax login.
Name
-
Business
-
Email
-
Service view
Earnings and deductions
Change password
Update the password for your QUI-Tax client login here.
Client IRD info
View financial-year income, IRD deductions, ACC handled through QUI-Tax, and space for Working for Families information.
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.
QUI-Tax Clients
Manage separate QUI-Tax portal access and client records
Tax Agent Desk
Open the deeper IRD, WFF, and tax-agent client workspace
Imports
Bring in Smartly pay detail files
Approvals
Approve new client sign-ups
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
QUI-Tax client area
Create and manage portal clients without giving them Smartly access.
Add client
Create a new portal login and choose which client role they use before importing any records.
Client list
Quick view of QUI-Tax portal clients. Tax Client - Individual records stay in the Tax Agent Desk.
Jacqui-Lin Limited Tax Agent Desk
Use this workspace for the deeper IRD, Working for Families, and tax-agent side of your client service under Jacqui-Lin Limited.
Jacqui-Lin Limited
Financial Solution Services
QUI-Tax remains the client-facing portal, while this desk gives you the wider firm-side workspace for tax-agent review, IRD tracking, and Working for Families support.
Firm role
Jacqui-Lin Limited stays the main firm behind the client relationship and tax-agent work
Separate records
QUI-Tax and Tax Client - Individual logins stay separate
Best for
IRD info, WFF notes, tax-agent tracking, and deeper review
How to start
Open a Tax Client - Individual record to load their tax-agent workspace here
Choose a Tax Client - Individual record to open their tax-agent workspace.
IRD upload & integration
Load IRD balance exports into the Tax Client - Individual side and keep this work separate from QUI-Tax pay imports.
Upload area
Use Tax Client CSV for IRD balances, WFF fields, account notes, and compliance notes
Client access
Tax Client - Individual clients only see this tax workspace, not their QUI-Tax pay workspace
IRD integration
CSV upload is ready now; direct IRD connection can be added when IRD/API access is available
Tax Agent Desk overview
A quick view of the client load, review work, and return activity in this side of the business.
Client records
Separate Tax Client - Individual records for Jacqui-Lin Limited Tax Agent work. Open a record to move straight into the desk.
Showing Tax Client - Individual records.
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 Tax Client / IRD Individual CSV
Bulk add or update tax-agent client records separately from QUI-Tax sole trader imports. New records are created as admin-invite access and can receive a reset email later when you are ready.
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
Tax Client CSV
Tax-agent records, IRD info, WFF fields, and compliance notes
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.
IRD at a glance
Quick snapshot of IRD, ACC, and Working for Families information for this client and financial year.
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.
Reports
Download the same client report pack available in the client portal for this selected client.
Financial Statements
Current financial year to date
Previous financial year
Prior financial year - Filed
Provisional tax summary
Expense Summaries
Expenses for previous financial year
Expenses for prior financial year
Payment Summaries
Payment Summary for previous financial year
Payment Summary for prior financial year
Statement of Account
Generate a report of invoices, payments and any balance owed for the current financial year to date.
Card Statements
Client card statement
Profit & Loss Statement
Current financial year to date
Provisional Profit & Loss Statement
Profit & Loss Statement
Receipts
Download self-employed or business receipts this client has uploaded for end-of-year tax claims.
Client profile
Personal and business details held in QUI-Tax for this client.
Client IRD info
Financial-year income, IRD-related deductions, ACC, and Working for Families information for this client.
Update IRD and Working for Families
Save client-specific IRD notes, Working for Families status, and entitlement details for this side of the business.
Returns & Compliance
Track the wider Jacqui-Lin Limited tax-agent side for this client, including filing progress, GST, and next-action follow-up.
Update compliance details
Keep this service-specific client record current without exposing QUI-Tax and IRD details in the same client login.
Messages
Reply to this client here. Replies stay saved in QUI-Tax and email the client as well.