The Inland Revenue (IR) data is obtained from a direct integration between myIR and TMNZ. Once you have connectivity, your clients’ IR data will flow straight through to show on the TMNZ dashboard. Follow the steps below to activate this integration.
Please note: If you have an existing IR integration, please follow the re-authentication instructions here.
Step 1
Log in to the dashboard
In the search bar at the top, go to the Tax Firms tab and select the tax firm which is linked to the clients you would like to connect to myIR. Click on the Integration tab that has now appeared on the left-hand side menu.
Step 2
Add your Tax Agent, Client List details and authenticate with myIR
Add the individual client list for authentication with your IR Tax Agent ID and Client List ID. To find where they are, please refer to ‘Where can I find my Tax Agent ID and Client List ID’.
Insert the Tax Agent ID and Client List ID to the respective boxes and click Sync with myIR.
You’ll be taken to myIR. Please enter your log in details to proceed.
You will be taken back to the TMNZ dashboard, and you’ll see your client list begin downloading.
Click on Expand to see the client list.
Step 3
Toggle taxpayer/s to connect myIR data
Choose either to Sync all clients or use the individual toggles to enable connection for individual taxpayers.
Benefits of IR data connection
IR data connectivity with TMNZ makes tax pooling quicker, easier, and more accurate. You can focus on reviewing the transactions and payment options rather than preparing them. Here are some of the real-time data sharing benefits for agents:
- Easier to set up – automatically add taxpayers using their details from IR and request consent digitally
- Save time – prepopulate RIT information in our easy-to-use tax calculator
- Improve accuracy – taxpayers info including terminal tax dates and existing payments will be correctly populated
- Reduce risk – by minimising manual data entry and human errors
You can contact our friendly customer service team for any further support here.
Additional live IR data support articles
To take advantage of live IR data, follow along with these support articles:
View details for an individual taxpayer using IR data