Other products

Client maintenance
Link a client and delink a client

IRD number

Format e.g. 12-345-678 or 12345678 or 100-200-300 or 12 345 678.

Full name

Enter the client's first and last name.

Written authority

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.

Number of links allowed per day

A client's tax type(s) may only be linked once a day.

Link start date

This will always be today's date.

Tax types

Select each separate tax type you are authorised to link. For each tax type also select, which address correspondence should be sent to.

Tax type abbreviations

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	Good 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	ESCT (employer superannuation contribution tax), formerly specified superannuation contribution withholding tax
WPE	Withholding payments elected
WPN	Withholding payments non-elected

Associated tax types

Linking FBT will also link FBA, FBI.

Linking INC will also link DWT, ICA, WPE, QCT, and MAC.

Linking PAY will also link CSE, KSE, KSR, SSC, and SLE.

Ceased date

This date is the date the tax type was end dated.

Tax types that cannot be linked

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

Return period

This is the first return period for which you will prepare your client's return.

Agent or client address

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.

Update client's personal information

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.

Number of links per day

A client's tax type(s) may only be linked or delinked once a day.

End date

This will always be today's date.

Tax types

Select each separate tax type.

Associated tax types

Delinking FBT will also delink FBA, FBI.

Delinking INC will also delink DWT, ICA, WPE, 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.

Return period

This is the final return period for which you will prepare your client's return.

 

 

Date published: 07 Oct 2009

Back to top