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Online Services

• Look at Account Information
  • Authorised access
  • Tax types
  • Account summary
  • Account ID
  • Earnings information
  • Return details
• Client Maintenance
  • Link a client
    • Step 1 - Authority to link a client
    • Step 2 - Select client details
    • Step 3 - Review client details
    • Confirmation
  • Delink a client
    • Step 1 - Client to be delinked
    • Step 2 - Select client details
    • Step 3 - Review client details
    • Confirmation

Online services - 'Look at Account Information'

Look at Account Information
Screen one	Authorised access Enter client IRD number
Screen two	Tax types Tax types GST accounting basis Filing frequency (GST, PAY, FBT) Cease date (closed tax types) Click on the tax type you want to view
Screen three	Account summary Period balances Return DLNs QC/LAQC status and start date (income tax) Info on return due date Return status Address for tax type Clicking on 'Period balance' will take you to Account ID Clicking on 'Earnings information' will take you to Earnings information
Screen four	Account ID Transaction details Due dates Clicking on 'Earnings information' will take you to Earning information Clicking on 'Assessment' (PAY, GST, ICA) will take you to Return details	Earnings information Earnings details (multiple years
Screen five	Return details Return details (PAY, GST, ICA) Date return processed

 

Online services - Client Maintenance

Client maintenance
Link a client		Delink a client
Step 1	Authority to link a client Enter client's IRD number Enter client's full name Confirm you hold signed authority	Step 1	Client to be delinked Enter client's IRD number Enter client's full name
Step 2	Select client details Verify this is the right client Tick tax type(s) to be linked Enter first return you will file (optional) Indicate where mail to be sent	Step 2	Select client details Verify this is the right client Tick tax type(s) to be delinked Enter last return you will file (optional)
Step 3	Review client details Review client details entered Tick box to confirm details are correct Click 'Send' to Inland Revenue	Step 3	Review client details Review client details entered Tick box to confirm details are correct Click 'Send' to Inland Revenue
Confirmation	Confirmation that the client has been linked will be displayed	Confirmation	Confirmation that the client has been delinked will be displayed

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