Our relationship with tax agents is important to us. The advice and help you give your clients significantly impacts and influences compliance outcomes.
We recognise your contribution by providing an account management service that facilitates the relationship between yourselves and us.
Together we innovate and gather insights – aiming to achieve better economic and social outcomes for everyone living in New Zealand Aotearoa.
Guiding principles of the account management service
We have guiding principles.
- The account manager is a centralised person of contact for exceptional or escalated issues.
- We promote tax agent self-management and use every opportunity to provide education and guidance.
- The tax agency’s debt and overdue returns compliance is managed.
- We provide information in a consistent and professional manner.
- Online interactions are the preferred way for tax agents and account managers to interact. Face to face communication is case-by-case.
- Tax agents with 50 or more clients will have an annual visit, with either an online or face to face contact.
- Tax agents with fewer than 50 clients will have an annual online or face to face visit where there is an identified risk.
- Insights gathered are shared within Inland Revenue using voice of the customer tools and to help build future solutions.
- We ensure integrity is maintained at all times.
Last updated:
19 May 2026