Top Solutions for Tax Agents
Individual income tax for clients of tax agents
Tax agents prepare the annual tax returns of income for 10 or more taxpayers. A tax agent can be a:
- person in a business where income tax returns are prepared
- professional that carries out a service
- Māori trustee.
A tax agent must have a myIR account.
The clients of a tax agent can be individuals or entities.
You can register as 1 or more type of intermediary
If you meet the requirements, you can register as more than 1 type of intermediary.
For example, ABC Accounts is a registered tax agent but also meets the requirements to register as a bookkeeper. ABC Accounts have clients they only offer bookkeeping services to, who are linked to a different tax agent for some tax types. ABC Accounts registers as a bookkeeper in order to be able to link to the clients’ accounts without impacting the tax agent link.