Getting set up with Beany
FAQs for Onboarding and Setup
- 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?
- How do I invite Beany to my MYOB Essentials account?
- How do I invite Beany to my Xero ledger?
- Why does Beany need to contact my previous accountant?
- What does the “Authority to Act” at Inland Revenue mean Beany is able to do?
- Do I need to add shareholders if they aren’t listed under “people in the business”?
- Trusts: Who are Trustees, Beneficiaries and Settlors?
- Who is someone who has authority to act?
- Companies: Who are Directors and Shareholders?
- Why do you need to link my Company to the Companies Office listing?
- Who exactly do you need to complete ID checks for?
- What needs to happen before you can be my accountant?
- Why do you need to take my photo before you can be my accountant?
- What is Anti-Money Laundering (AML) Legislation?