Tax agents see a different view in 'Manage agency' to other intermediaries.
The first page is the 'Agency EOT' tab. This shows the overall agency performance and includes data from all client lists as well as any representative lists that they may have under a different IRD number, suh as individual partners.
The first box will show the overall agency performance percentage. This is the percentage we will monitor you against as outlined in the IR9XA - Tax agents' extension of time (EOT) agreement. On the right-hand side, the top box will show the income tax period the results relate to and the extended return due date for that period. The example shows this tax agency has 2 client lists. Three of the partners are also registered as tax agents under their own IRD numbers as agency representatives.
Below that is the total number of clients that you are linked to for income tax. This figure includes any clients who do not have a return expectation (for example, ceased companies, automatically assessed customers). Included in this figure will be any clients who have 'L EOT' or 'D EOT' that have been removed from the calculation below.
The overall breakdown table is split across standard, early and late balance dates as well as a total column.
The first section shows the volume of returns required. Returns required excludes any customers that do not have a return filing expectation, such as automatically assessed customers. It also excludes any customers with L EOT and D EOT, unless the return has since been filed. We also break the figures down to show clients that have an EOT and those that do not.
The second section shows the volume of returns that have been filed and received by us. Customers that do not have a return filing expectation, such as automatically assessed customers are excluded from these results. We also break these figures down to show those that have an EOT and those that do not.
The percentage lodged is a calculation of the above information – total returns with EOT that we've received in comparison to the total returns with EOT that are required.
The 'Client lists' table will show the results for each of your client lists. You can see the performance percentage of each list at a glance and you can click into each one to see the breakdown.
Any representative IRD numbers that feed into the overall results will show a combined performance percentage. For security reasons you cannot access the breakdown of representative client lists from here. If you are authorised, you can log in under the web logon associated to the agency representative to see the same dashboard. This will provide the breakdown.
Client list breakdown
When you select the 'Client list ID' link you can view the results breakdown. This provides a filtered view of the results for that list. The header will show that the results only represent a component of the overall agency performance percentage.
The 'List breakdown' table is calculated in the same way as the Overall breakdown table.
