You will not be able to link accounts if you are a restricted user.
Gather your information
You will need:
- your client’s name, IRD number and contact details
- the tax types for linking and delinking.
Make sure you have authority to act before you link to your client.
Log in to myIR
Select the Tax preparer tab
Select Client maintenance
From here you can choose to create new links or manage and remove current links.
After entering a new client's IRD number or customer identifier you will need to verify that you are linking to the correct person.