Tax Watch Overview
See every IRD notification for your clients in one list, sorted by urgency.
Tax Watch collects the notifications IRD sends about your clients, such as an overdue return or a request for information, and turns them into one list the firm can work through. Ziffy explains each critical notification in plain English and suggests what to do next.
Notifications come in automatically for every client whose IRD number is linked in Zato. Zato brings in the last 24 months of notifications when a client is first linked, then checks for new ones once a day.
Important: Ziffy only suggests. A person always reviews, edits and approves, and Zato never sends anything to a client or to IRD on its own.
Where to find it
• Tax Watch in the left navigation shows every client you can see.
• Inside a client, Tax Watch under Client Setup and under Jobs & Activity shows that client only.
• Inside a job, Tax Watch under Job Setup shows that job’s notifications.
• The Dashboard Focus line shows how many critical notifications are unactioned.
A Director sees every client in the firm, a Manager sees their branch, and other roles see the clients assigned to them.
How to access: Tax Watch in the left navigation.
Was this helpful?
Still need help? Ask the team