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E-File is an online service that lets you manage your clients' accounts with us. The benefits of E-File include faster transactions, improved efficiency and reduced costs.
You can use E-File to manage your clients' accounts online. You'll be able to send us:
You can send us correspondence using E-File on its own or attached to a client's tax return. Attaching correspondence to your client's income tax return will stop us sending a notice of assessment until we've dealt with your correspondence.
Before we can process your correspondence you'll need to have included the:
The following steps outline how E-File works.
You can use any internet service provider to use E-File. How you connect and send data to us will depend on the software package you use.
We'll send you a confirmation message to let you know your your transmission was successful. You'll receive this within two hours of submitting your data to us. You must be logged in to the E-File front end processor to read this message.
Once we've received your documents our mainframe will produce a file with your:
Our client registration system will check the tax agent or agency the client is linked to. If the client is linked to an agent or agency with a different IRD number, our system will automatically change the link. The exception to this is for personal tax summary requests and confirmations.
Once you've filed a client's return through E-File we won't send you a taxpack for that client for the following year.
Before you can use E-File you need to register with our support team. You'll need to complete an E-File registration (IR798) form. This form requires you to make a declaration that you've read and understood the E-File Terms of Reference.
E-File is a registered trademark with its own logo. Once you've registered you can choose to accept an E-File logo contract. This means you can let people know you use E-File.
The approved software developers listed provide certified E-File software. We don't endorse one particular package over the other.