IR data connection

To retrieve and see individual client details from myIR, agents will need to add a Taxpayer. This process will also need to be followed to use the tax calculator. Step 1 Log in to the dashboard Under the Quicks Links section click Add Taxpayer. Enter the taxpayer’s IRD Number. Note: If the IR Integration is…

To retrieve and see a taxpayer’s myIR data when using the Tax Calculator, follow the process below. Click on the Tax Calculator tab on the left-hand side menu. Step 1 Log in to the dashboard Click on the Tax Calculator tab on the left-hand side menu. Step 2 Select a taxpayer Start typing the taxpayer’s…

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…

The TMNZ dashboard is now directly integrated with Inland Revenue (IR), removing the previous need for third-party providers.   To activate this connection, agents with an existing integration will need to re-authenticate their IR connection using their myIR account. This only needs to be done for each client list, not for every individual client, and agents…

Here are two examples of acceptable statements to include in your “Authority to Act”, “Client Engagement Letter” or general Terms and Conditions. These have been endorsed by IRD for the purposes of gaining IRD Data Connection approval. “[We] authorise Tax Management New Zealand Limited (“TMNZ”) to access relevant tax information from Inland Revenue in respect…

Finding your Tax Agent ID and Client List ID 1. Go to https://www.ird.govt.nz/ and log into your myIR account. 2. Once logged in, navigate to the Intermediary centre on the right side. 3. Select Manage agency. 4. Your Tax Agent ID can be found underneath your organisation. 5. Find your Client List ID in the…