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Ending an intermediary status

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Ending voluntarily

If you want to be removed as a registered intermediary, you will need to contact us. We will ask for:

  • your name and IRD number
  • the date you want to stop being an intermediary from
  • the reason why you want to be removed.

Losing your intermediary status

There are some situations that might result in us removing your status as a registered intermediary. This could happen if:

  • you or a key office holder no longer meet the requirements to be a registered intermediary
  • you have less than 10 clients
  • you are a tax agent that fails to meet our agreed filing requirements.

We will try to resolve any issues that affect your ability to be an intermediary. A formal review and assessment may take place when an issue is found.

What will happen

Once your intermediary status has been removed, we will:

  • let all of your clients know that you are no longer a registered intermediary
  • remove all intermediary links between you and your clients
  • remove any access you had to your clients accounts.

If you were a registered tax agent, we will also:

  • remove your clients' extension of time on current and future periods
  • remove the disbursement account link to your customers, where present.

 

Call us on 0800 377 774