Ngā tūmahi ratonga whakahaere pūkete Account management service tasks

The account management service provides core tasks.

• Reviewing new tax agent registrations, ensuring the legal eligibility and integrity requirements are met (first visit face to face).
• Ensuring tax agents register for the News and updates newsletter, using our subscription service.
• Actively promote, and provide support for, our self-service tools such as linking, delinking, myIR and changes to online services, L letter, D status.
• Visiting tax agents with 50 clients or more annually to ensure tax agent compliance with tax laws and our policies and to carry out due diligence on authorities to act for their clients.
• Carrying out regular authority to act checks.
• Visiting tax agents who have fewer than 50 clients annually only where we identify a compliance risk.
• Helping resolve exceptional issues.
• Helping resolve urgent issues, acknowledging the request within 2 business days, with a response time set that both parties agree to. 
• Ensuring tax agents comply with rules for services they can use such as direct debits and refund redirects.
• Ensuring all personal tax agent and associated entity returns are filed, and outstanding debt is under arrangement.
• Reviewing D Status requests.
• Ensuring tax agents who do not meet our filing performance guidelines are closely monitored.
• Withdrawing tax agents’ extension of time if they do not meet their filing obligations.
• Removing tax agent status from tax agents who are not following the legislative requirements of section 124G(2) of the Tax Administration Act 1994 such as integrity issues and having fewer than 10 clients.
• 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.