Contents
Format e.g. 12-345-678 or 12345678 or 100-200-300 or 12 345 678.
Enter the client's first and last name.
You must hold signed approval from your client authorising you or your agency to discuss specific tax matters with us.
We cannot display details about tax types or activities for a client unless they have nominated you or your agency for that tax type or activity.
A client's tax type(s) may only be linked once a day.
This will always be today's date.
Select each separate tax type you are authorised to link. For each tax type also select, which address correspondence should be sent to.
| AIL | Approved issuer levy |
| CSE | Child support (employer) |
| DWT | RWT on dividends |
| FAM | Family assistance |
| FBT | Fringe benefit tax |
| FBA | Fringe benefit annual |
| FBI | Fringe benefit income year |
| GMD | Gaming machine duty |
| GST | Goods and services tax |
| ICA | Imputation credit account |
| INC | Income tax |
| IPE | RWT on interest (exempt recipients) |
| IPS | RWT on interest |
| KSE | KiwiSaver deductions for employees (Employer) |
| KSR | KiwiSaver employer contributions (Employer) |
| MAC | Maori authority credit account |
| NRT | Non-resident withholding tax |
| PAY | PAYE tax deductions |
| QCT | Qualifying company election tax |
| REB | Personal tax credit (formerly rebate) |
| RWT | Resident withholding tax |
| SLE | Student loans (employer) |
| SLS | Student loans (borrower) |
| SSC | Employer superannuation contribution tax (ESCT), formerly Specified superannuation contribution withholding tax (SSCWT) |
| WPE | Withholding payments elected |
| WPN | Withholding payments non-elected |
Linking FBT will also link FBA, FBI.
Linking INC will also link DWT, ICA, WPE, WPN, QCT, and MAC.
Linking PAY will also link CSE, KSE, KSR, SSC, and SLE.
This date is the date the tax type was end dated.
The following tax types cannot be linked:
| ACC | Accident compensation corporation |
| CPR | Custodial parent relationship |
| NCP | Non-custodial parent |
| KSS | KiwiSaver member account |
| PPL | Paid parental leave |
| SEA | Self employer ACC |
This is the first return period for which you will prepare your client's return.
For each tax type select, the address mail should be sent to.
If you want to receive your client's correspondence select (A) Agent address. If you want correspondence to go to the client select (C) Client address.
Before delinking this client or one of their tax types, please ensure that you have completed all activity related to the client or that tax type. This includes updating the client's personal address information or filing any outstanding returns.
A client's tax type(s) may only be linked or delinked once a day.
This will always be today's date.
Select each separate tax type.
Delinking FBT will also delink FBA, FBI.
Delinking INC will also delink DWT, ICA, WPE, WPN, QCT, and MAC.
Delinking PAY will also delink CSE, KSE, KSR, SSC, and SLE. If you only want to delink one or more associated tax types, select that tax type(s) only. Do not select PAY. Please note that KSE can not be delinked separately.
This is the final return period for which you will prepare your client's return.