Ngā tūmahi ratonga whakahaere pūkete Account management service tasks

The account management service has core tasks.

• Review new tax agent registrations, to confirm legal eligibility and integrity requirements are met. The first visit will be face to face.
• Carry out yearly reviews for tax agents who have fewer than 50 clients. Meetings will be online unless we identify a compliance risk, where a face to face may be appropriate.
• Carry out yearly reviews for tax agents with 50 clients or more to assess compliance with tax laws and our policies. Meetings will be online unless we identify a compliance risk, where a face to face may be appropriate.
• Promote and support self-service tools such as linking, delinking, myIR and changes to online services, L letter, D status, registering for news and updates using our subscription service.
• Carry out regular authority to act (A2A) checks and ensure the requirements are met.
• Help resolve exceptional issues.
• Help resolve urgent issues, acknowledging the request within 2 business days and agreeing to response time frames.
• Ensure tax agents comply with service rules such as direct debits and refund redirects.
• Review and confirm all tax agent and associated entity returns are filed and payments are made or debt is under arrangement.
• Review and decide D status requests.
• Monitor tax agents who do not meet return filing performance guidelines.
• Withdraw tax agents’ extension of time if they do not meet their filing obligations.
• Remove tax agent status from tax agents where legislative requirements of section 124G(2) of the Tax Administration Act 1994, such as integrity issues and having fewer than 10 clients are not met.
• Where a tax agent has been forcibly removed, consider cancelling their nominated person status.
• Maintain the list of current tax agents and key office holders according to section 124C of the Tax Administration Act 1994. This list keeps track of organisations and people who have tax agent status.