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Top Solutions for Tax Agents

Navigation change in myIR

Client list reports

Individual income tax for clients of tax agents

Mail type code reference list

Managing consolidated groups

Managing credit transfers

Unfiled returns report

Managing client messages

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.

Compliance focus presentation

This PowerPoint is from a presentation we held on 6 November 2024 to talk about our increased compliance focus and audit activity. 

The PowerPoint will be on our site until 2 December 2024.

Last updated: 26 Nov 2024
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