Managing profiles and logons in myIR

Managing profiles and logons in myIR Video information

Managing profiles and logons in myIR Speakers notes Oct 2021 (PDF 1MB) Download form

Managing profiles and logons in myIR Summary sheet Oct 2021 (PDF 316KB) Download form

Audio and visual transcript

Slide 1

Managing profiles and logons in myIR

October 2021

Slide 2

Purpose

For:

Businesses
Individuals
Tax intermediaries

Topics:

Registering for myIR
Maintaining web logon details
Creating additional logons for you/your business
Creating third party access – Nominated Persons
For the Nominated Person (NOP):
- claiming access to account(s) you’re a NOP for
- accessing account(s) you’re a NOP for
Managing, viewing and editing third party access

Information is correct as at October 2021.

[email protected]

ird.govt.nz/business-transformation-2021

Notes

In recent webinars we’ve introduced the new version of myIR including the new look and feel, key navigation changes and how alerts will work.

In this short presentation we’ll talk about managing your profile and logons.

The information is correct as at October 2021.

Slide 3

Title: Registering for myIR

Registering for myIR stays the same.

Go to our website and click on the Register button in the top right corner.

The steps are the same.

Notes

Registering for myIR stays the same – start by clicking on the ‘Register’ button on our web page and follow the steps.

The ‘Register’ button is in the top right corner of the home page.

Slide 4

Title: Maintaining logons

The screen shot shows a customer’s landing page. In the top right corner there is a link called ‘Manage my profile’.

A second screen sot shows the screen a customer comes to if they click the ‘Manage my profile’ link. There are three tabs: Profile, Alerts and I want to…

Key messages are that:

‘Manage my profile’ replaces ‘settings’
You can update personal details – e.g. updating your email address
You’ll see the new look and feel – other than that it’s the same as before
Tax intermediaries’ logons will give them access to the Intermediary centre

Notes

You can manage your web logon details, through the ‘Manage my profile’ link in the customer account. You’ll find the link at the top right corner of your landing page. This replaces ‘Settings’.

Here you can update personal details like your name, email address and contact number.

Once you go into these tasks you’ll see the fields have the new look and feel but are otherwise the same as before.

Tax intermediaries will have logons that give them access to the Intermediary centre.

Slide 5

Title: Create additional logons for you or your business

Additional logons - creating a logon under your IRD number to give someone access to your own accounts or your business accounts.

Owners and Administrators can create the additional logons. Administrators can only give access to those customers and accounts that they themselves have been given access to.

When creating the additional logon, you can set the access. This access hasn’t changed with the myIR upgrade.

A table describes the different types of access. These are also outlined in the notes.

Notes

You can create additional logons under your IRD number to give someone access to your own accounts or your business accounts. These are usually added to give access for employees or co-workers to act on your behalf.

This is different from granting access to 'other' customers (such as Nominated Persons).

We’ll discuss Nominated Persons shortly. First we’ll look at creating an additional logon for you or your business.

Owners and Administrators can create the additional logons. Administrators can only give access to those customers and accounts that they themselves have been given access to.

When creating the additional logon you can set the access – this access hasn’t changed.

Administrators can access any account the owner grants access to, they can also create logons for users or other admin, and they can access the customer level mail
Restricted administrators can do the same as administrators except they can't access the customer level mail
Users can access accounts that the owner or administrator have granted access to, they can't access customer level mail but will see the accounts they have access to including notices and letters
Restricted users can only submit account level requests. If they have an Intermediary logon type they can't link or delink clients or make financial transfers.

Note that ‘Customer level mail’ refers to letters that aren't account specific e.g. they relate to your IRD number status, or are for a combination of accounts like debt or audit notices.

Slide 6

Title: Create additional logons for you or your business

To add a logon, go to: Manage my profile > I want to…> Manage additional logons

Three screen shots show:

the ‘I want to…’ tab under ‘Manage my profile’ highlighting the ‘Mange additional logons’ link
the ‘Manage additional logons’ screen – with an ‘add’ button to start adding a new logon
the first screen for completing the details of the new logon

Notes

To create an additional logon, go to ‘Manage my profile’.

Under the ‘I want to…’ tab select ‘Manage additional logons’.

From there you can add the logon by completing the details.

Slide 7

Title: Create additional logons for you or your business

Continuing the process for adding a new logon, two screen shots show:

Where you give the access level
Where you can give them access to other customers you have access to.

Notes

When creating an additional logon, you choose the accounts you want them to have access to, and the access levels (for example ‘read only' or ‘file’).

If you have access to other customers, there's an additional option to grant access to them as well.

Slide 8

Title: Creating third party access

Often it is better for customers to give third party access rather than creating an additional logon.

A Nominated Person (NOP) can act on your behalf:

Add a new NOP through your customer account ‘I want to…’ tab
‘I want to…’ > ‘Add a nominated person’
Follow the steps to give a NOP access to the accounts you want them to see

A screen shot shows a customer landing page, highlighting the ‘I want to…’ tab. This is different from the ‘I want to…’ tab under ‘Manage my profile’.

Another screen shot shows that, under the customer ‘I want to…’ tab there is a link called ‘Add a nominated person’.

Notes

Often it is better to give someone third party access to your accounts. This means you don’t need to create an additional logon for them. They can use their own myIR user ID and password to access your accounts, instead of having to remember multiple logins and passwords.

To do this you can set them up as a Nominated Person (NOP) to act on your behalf.

To give third party access to a Nominated Person.

Add a new Nominated Person through your customer account ‘I want to…’ tab
Go to ‘Add a nominated person’
There you can add a Nominated Person and follow the steps to give them access to the accounts you want them to see.

Slide 9

Title: For the Nominated Person – claiming access to the account(s)

This slide shows what the Nominated Person needs to do to get access to the accounts.

Four screen shots show:

The ‘I want to…’ tab under ‘Manage my profile’ – highlighting a link called ‘Manage associated accounts/parties’
The screen this will take you to showing the new relationships and a ‘View or Edit’ option
The ‘Get account access’ link within that relationship
The accounts they can tick to claim access to them.

Notes

Now we’ll look at what the Nominated Person needs to do.

Once nominated, you need to claim access to the accounts for the first time.

To do this:

logon to your own myIR account
Go to ‘Manage my profile’ > ‘Manage associated accounts/parties’ > ‘View or edit the relationship’ > ‘Get account access’

You will then have access to those accounts as a nominee.

Slide 10

Title: For the Nominated Person – accessing the account(s)

This slide is for the Nominated Person. It shows, with a screen shot, that when they logon on to myIR (using their own logon), their customer landing page will show the account(s) they are nominated for as well as their own.

Notes

For the Nominated Person – when you go back to your landing page, the nominator will be there as a customer.

If this is the first time you’ve had access to the account of another person or entity you might notice that your landing page has changed. Rather than going straight to the list of your account types, you will have a choice of customers (yours and the person or entity you are a Nominated Person for). You can select which customer account you want to access at any given time.

Slide 11

Title: Managing, viewing and editing third party access

This slide shows where the nominator can go to manage, view and edit third party access. Three screen shots show:

The ‘I want to…’ tab under ‘Manage my profile’, highlighting a link called ‘Manage third party access’
The screen this goes to, showing additional logons
Once one of these logons is clicked into it shows the accounts they have access to and gives the option to cancel that access.

Notes

Once the Nominated Person has claimed access, the nominator can manage third party access through ‘Manage my profile’ > ‘I want to…’ > ‘Manage third party access’. This includes cancelling access.

Here you can see third party logons (other than tax intermediary logons) who have access to you and who you have access to.

So once the person you have granted access to has claimed access to your accounts - you will be able to see their logon here.

Slide 12

Title: Managing, viewing and editing third party access

This slide shows an alternative way of managing third party access. Two screen shots show:

The ‘I want to…’ tab under ‘Manage my profile’, highlighting the link called ‘Manage associated accounts/parties’
The relationships under that link, with the option to ‘View or edit’

Notes

You can also view and edit third party relationships (including cancelling them) from ‘Manage my profile’ > ‘Manage associated accounts/parties’.

This is where you’ll see the relationships for tax intermediaries acting on your behalf.

Slide 13

Thank you

If you have any questions about our webinars you can email us at: [email protected]

ww.ird.govt.nz/bt-webinars

Notes

Thank you for watching this webinar. It has given an overview of how you can manage your profile and logons in the upgraded version of myIR.

You’ll find more webinars about the final Business Transformation Release on our website at www.ird.govt.nz/bt-webinars.

If you have any questions about our webinars, please send them to [email protected]