Client maintenance
Client linking or delinking IR795
(published November 2011)
About this form
Form to use to add or remove a client from your tax agent client list.
Adobe Acrobat PDF | 191kb | 2 pages
When to use this form
When you add or remove a client from your tax agent client list. If you wish to add or remove multiple clients, a separate form is to be used for each client.
To link a client you must hold signed approval from your client authorising you or your agency to discuss with us any matter relating to any tax type or activity for which you or your agency is linking to. We cannot discuss any tax type or activity with you unless the client is linked to or has nominated you or your agency for that tax type or activity.
If you wish to make changes to a client's account use the IR793.
If you wish to cease a client's registration use the IR794.
What you will need
- Tax agent or agency IRD number
- Client's IRD number
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After you finish
When you have printed, completed and signed this form you can send it through to the Inland Revenue office nearest to you.
You can find the address to use in "Contact Us".