PayTax.NZ Assistant Feature User Guide

Updated At : Sun, Jul 6, 2025

PayTax.NZ Assistant Feature User Guide

📋 Feature Overview

PayTax.NZ introduces the innovative Assistant Feature that allows you to authorize professional accountants or trusted assistants to manage your financial data on your behalf, significantly improving work efficiency.

🌟 Key Features

• ✅ Secure Authorization: Email-verified secure application process
• ✅ Operation Tracking: Complete recording of all assistant operations, fully traceable
• ✅ Flexible Control: Accept, reject, or cancel assistant relationships anytime
• ✅ Multi-language Support: Supports Simplified Chinese, Traditional Chinese, and English interfaces
• ✅ Permission Isolation: Assistants can only access authorized client data

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🚀 Quick Start

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👤 As a Client: Managing Your Assistants

1. Viewing Assistant Applications

When someone applies to become your assistant, you will receive:

• 📧 Email Notifications: Detailed application information
• 🔔 System Notifications: Real-time reminders

2. Processing Assistant Applications

Processing via Email:

1. Click "Accept" or "Reject" button in the email
2. System automatically redirects to confirmation page
3. Confirm the action to complete processing

Processing via System:

1. Navigate to "My Assistants" page
2. Review pending applications
3. Click corresponding action buttons

3. Managing Authorized Assistants

On the "My Assistants" page you can:

• 📋 View all assistant information
• 📅 Check authorization time
• ❌ Cancel assistant relationships

📸 [Screenshot 5: Assistant Relationship Details]

Show assistant relationship details page, including assistant information, authorization status, and operation history

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🤝 As an Assistant: Helping Your Clients

1. Applying to Become an Assistant

Step-by-Step Process:

1. Click "Apply to Be Assistant"
2. Enter client email address
3. Fill in application notes (optional)
4. Submit application

⚠️ Important Notes:

• Client email must be registered in the system
• Cannot apply to the same client repeatedly
• Must wait for client confirmation after application

2. Managing Client Relationships

On the "My Clients" page you can:

• 📋 View all client lists
• 👀 Check application status
• 🔑 Login to client accounts (when authorized)

3. Proxy Login to Client Accounts

Login Process:

1. Click "Login" button on "My Clients" page
2. Read and confirm login prompts
3. Confirm to automatically switch to client account

🛡️ Security Assurance:

• All operations are completely recorded
• Assistant mode indicator displayed at page top
• Support one-click exit from assistant mode

4. Exiting Assistant Mode

Exit Methods:

• Click "Exit" button at the top
• System automatically restores your original account

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📊 Operation Audit

Administrator Functions

System saved complete assistant operation records:

Recorded Information Includes:

• 🕒 Operation Time: Precise time recording down to seconds
• 👤 Personnel: Assistant and client information
• 📄 Operation Content: Specific operation descriptions
• 🌐 Access Information: IP addresses, browser information
• 📝 Request Data: Complete request parameters

💰 Log Export Service (Paid Feature)

⚠️ Important Notice:

Audit log export is a paid premium service

🔄 Application Process:

1. 📧 Send email to [email protected]
2. 📝 Specify the log range and purpose you need to export
3. 💌 System will send you a service Invoice
4. 💳 Complete Invoice payment
5. 📊 Receive detailed log data in Excel format

📋 Export Data Format:

• File Format: XLSX (Excel)
• Data Integrity: Contains detailed information of all operation records
• Time Range: Customizable export time period based on requirements
• Data Fields: Operation time, user information, operation type, IP address, request details, etc.

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❓ Frequently Asked Questions

Q: Can assistants access all my data?

A: Yes, after authorization, assistants can fully proxy your account operations, but all operations are recorded.

Q: How do I know what operations the assistant performed?

A: The system completely records all assistant operations, administrators can view detailed logs.

Q: Can I cancel assistant relationships at any time?

A: Yes, you can cancel any assistant relationship anytime on the "My Assistants" page.

Q: Can I reapply after an assistant application is rejected?

A: Yes, rejected applications do not prevent new applications from being submitted.

Q: Will I receive notifications when assistants log in?

A: All assistant operations are recorded, you can view details through operation logs.

Q: How can I get detailed operation log export data?

A: Log export is a paid service, please send email to [email protected] to apply. You need to pay the Invoice before receiving detailed log data in Excel format.

Q: What is the cost of the log export service?

A: The specific cost will be determined based on your export requirements, you will receive a detailed Invoice when applying.