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Te honohono ki tētahi pūkete kiritaki Link to a client account

Back

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

My responsibilities