The tax agent's role

How to apply to be a tax agent

To apply to be a tax agent:

• complete an Application to be a tax agent or agency (IR791). This authorises us to load the details of your tax agency onto our database
• give us an IRD number for your agency. If your agency does not have an IRD number, fill in an Application for an IRD number - non-individual (IR596).

Your agent account manager will advise you in writing when your application has been processed. You will also be required to formally link your clients to your agency using the Client linking or delinking form (IR795).

Separate registrations for people in one firm

If a firm of accountants or tax consultants has a number of partners, we can list the partners separately as representatives of that agency. In such cases each representative must complete a separate Application to be a tax agent or agency (IR791).

Separate applications within a firm lets us issue individual reports for each partner's list of clients. This helps agents, particularly large firms, to administer client lists for extension of time purposes.

Other pages in: The tax agent's role

• List of tax agents
• Common questions about the role and functions of tax agents
• Who is a tax agent?

Date published: 20 Dec 2007

Back to top