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ACCOUNTING RESOURCES

ALL A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

IR1059

Authority to Act guidelines for Intermediaries

About this Guide To link a client, you must have authority to act for them. This gives you or your agency legal permission to work with us on their behalf. An authority to act for an individual does not extend to their businesses or other related entities. Authority to act for non-individuals must be given…

IR1025

Correspondence guidelines

These guidelines can help tax agents when they send any correspondence or requests to us. Each guideline explains what information needs to be provided so the request can be considered or the return processed as quickly as possible.

IR768

Declaration for an intermediary

this form is about if you’re applying to be an intermediary as an individual or as a key office holder of an entity (not a natural person), on behalf of the entity.

IR597

Elect someone to act on your behalf

This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important that you print it out as you will not be able to save the information you enter into the form.

IR358

Intermediaries self-service calling aid

Use this guide to contact IRD by calling 0800 456 678 as a tax agent.

IR1109A

Linking clients – bookkeepers and PAYE intermediaries

About this Guide This factsheet explains how to link clients and transfer them between your client lists. How to use this Guide When you have authority to act on a client’s behalf, you’ll need to link to them to access their account information. This will also let you access their information in myIR. After you’ve…

IR1109C

Linking clients – tax agents

About this Guide This factsheet explains how to link clients and transfer them between your client lists. When to use this Guide When you have authority to act on a client’s behalf, you’ll need to link to them to access their account information. This will also let you access their information in myIR.

IR476

Tax agent and intermediaries self-service options

This factsheet outlines the tools and self-service options IRD offer tax agents, intermediaries, and their staff. Use it to find quick and easy ways to interact with IRD.

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