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.
What happens next
Tax agents, bookkeepers and PAYE intermediaries will get automatic access to new linked clients.
Payroll bureaus and other representatives do not get automatic access. We will send the client an email or letter to approve the request before these intermediaries get access.
You must have authority to link your clients. Authority needs to be signed and given in writing from your clients.
Tax agents, bookkeepers and PAYE intermediaries can link through Spk2IR. You will need to contact us to set up a PIN for this.