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Tax agents
Ngā kaikaute

Communicating with us by email

Email communication is a fast and convenient way for us to communicate with you. But it does come with some security risks which we take seriously. We have detailed procedures to make sure your client's personal information is secure when we communicate by email.

Giving us consent

You need to give us formal consent before we can send you an email containing information on your client.

Please download and complete our consent form:

If you choose a blanket consent this will apply to all your clients but only for:

  • the tax types you're appointed for, or 
  • those where you're the nominated person.

The tax agency principal, managing partner or another authorised person must sign the consent.

Sending confidential information

We'll never put confidential information in the email itself. Unless you've asked us not to, we'll put it in a password protected PDF attachment. You can let us know what password you'd prefer to use, or we can send you it by:

  • text message
  • phone, or
  • another email.

Sending non-PDF attachments

In some limited circumstances we can send you an attachment that's not a PDF. This could be a working copy of a spreadsheet or other document if:

  • we're working with you on the content or calculations
  • you want to verify calculations or formula
  • providing the spreadsheet or document in open format will make it easier for the case to progress.