Changes to the account manager service

From 1 January 2025 we made some changes to prioritise efficiency and effectiveness. An update on these changes was published on 18 December 2024.

We made some changes to annual reviews (previously called annual visits).

• We now use the same approach for all annual reviews regardless of the number of clients you have.
• Annual reviews are mainly held online, unless an in-person meeting is needed.

An in-person meeting may be needed if: 

• there are less than 10 clients.
• the agency and/or associated entities' have outstanding returns and/or debt.
• there are other compliance issues.

We'll continue to check authorities to act in myIR.

Account managers are still here to help you with exceptional issues. You can also ask for an in-person meeting if you need support.

Registering as a Tax Agent/Intermediary

We're also changing our registration process for new agents and intermediaries.

• Before we register an agent or intermediary, we’ll meet with them to confirm that all requirements are met, including authorities to act.
• If all requirements are met, we’ll complete registration and provide system guidance.

Apply to become an intermediary