Tax agents' 0800 self-service line

Tax agents' 0800 self-service line - freephone 0800 456 678.

If you're registered with us as a tax agent, call the tax agents' 0800 self-service line for instant access to a range of automated services specifically designed for tax agents. This service is available any time (except between 5am and 6am) seven days a week. Please note, due to regular maintenance our 0800 self-service line will be unavailable from 10pm to midnight on the last day of each month.

To access your client's information you'll need your tax agent IRD number, plus the regular PIN (personal identification number) allocated to your agency. Simple messages will take you through each step of the process. Restricted information about your agency, and the ability to change or reset the Regular PIN, is maintained in a separate master account. This has its own master account PIN, which is held by a senior member of your agency. More about using PINs ›

Free 0800 calling does not apply to cellular calls.

You can use this service to get information about returns and refunds, request personal tax summaries and summaries of earnings, and for other information and publications.

Information on client returns and refunds

You can use our tax agents' 0800 self-service line to find out:

• whether we have received a GST or income tax return
• how long it will take to issue a GST or income tax refund, if you're expecting one.

Personal tax summaries and summaries of earnings

You can request:

• a personal tax summary and/or
• a summary of earnings for your clients.

You can also:

• confirm your client's personal tax summary
• update interest and dividends
• provide tax credit information.

Other information and publications

You can use our tax agents' 0800 self-service line to request:

• a statement of account for any tax type for which your client is linked
• an L letter to be issued to your clients (see example)
• a printout of your current clients
• client linking or delinking
• a new personal identification number (PIN), or a change to or resetting of your PINs (see more on using PINs)
• Inland Revenue publications, such as returns, tables, guides, forms and brochures (it will help if you know the stationery number of the brochure you require).

Good reasons for using our tax agents' 0800 self-service line

• You can call us after hours.
• You receive up-to-date information.
• You can receive information without speaking to a service representative. You can then call us for follow-up information.
• You get fast service.
• You don't have to listen to all the recorded prompts. You can skip to the service you require. See our tax agents' 0800 self-service guide for details of the codes you need.
• You can set up speed dial options to get to the areas you use most often.

Frequently asked questions about our tax agents' 0800 self-service line ›

 

Date published: 13 May 2010

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