Getting Started

Joining Beany

• What needs to happen before you can be my accountant?
• Not yet fully set up - can I speak to my accountant?
• When do I get to meet my accountant?
• What happens once I've finished onboarding?
• Do I need to add shareholders in my Beany page?
• What is Anti-Money Laundering (AML) Legislation in New Zealand?

See all 8 articles

ID & Address Checks

• Who needs to complete the ID check?
• Why do you need to take my photo before you can be my accountant?
• I want to join up with Beany but I don't have an NZ or AU identification document
• Why can't you verify my home address?
• Cloudcheck isn't working for me - any tips?

Authority to Act

• Who is someone who has authority to act?
• Why does Beany need “Authority to Act” at Inland Revenue?
• My third parties didn't receive their authorisation emails - what do I do?

Adding Beany to your Accounting Software

• How do I invite Beany New Zealand to my Xero ledger?
• Granting Beany access to Xero payroll
• How do I invite Beany New Zealand to my MYOB Essentials account?
• Transferring your Xero file to Beany