Each software provider has, at their discretion, chosen which of the gateway services they will integrate with and offer to their customers. Through their software, you can use these gateway service offerings to file your clients' income tax returns. Alternatively you can use myIR.
Return acknowledgements (RA) and Notices of assessment (NOA) are available in myIR or through the document service in gateway services.
Your software provider should let you know what you need to do to get set up for gateway services in their software.
To use gateway services, all you need is a myIR account with the appropriate level of access.
If the software that you use requires an upgrade, you may need to log into it and provide your myIR credentials again.
If you or your staff, don’t have a myIR logon
Each of your staff members that will be using gateway services will need their own myIR logon.
The ability to perform certain actions in gateway services is based on the user’s level of access in myIR.
Once the new logon is created, you will need to grant access to the relevant client list(s) you want staff to have access to. You grant access from 'Manage agency' within the Intermediary centre.
You can find the Manage agency guide – IR1104 in the Manage agency service in myIR and on our website.
Set up new myIR logons for your staff.
Create web logon access for a myIR account
Gateway services permissions
The permissions for myIR will be replicated for gateway services. For example, ‘full account access’ in gateway services is the same as it is in myIR.
There is however one difference relating to access permissions. In gateway services you can do credit transfers when filing returns if you have ‘File’ permissions. In myIR, if you only have ‘File’ permission, you cannot do a credit transfer when filing.
Software providers offering income return gateway services
APS Reckon, HNRY, MyTax, MYOB, Solo, Taxlab, Wolters Kluwer (CCH) and Xero.
Services each software provider offers
As this is commercially sensitive, we are not able to provide you with this level of detail. Please talk directly to your provider(s) about their specific service offerings.
Key changes
We have created a number of operations (API’s) that now allow software providers to integrate with our new system to perform certain functions. Each software provider has the discretion to choose which operations they build for their customers.
Again, we ask that you talk to your software provider to understand what their specific service offerings are. In the meantime, you can still use myIR to access any services that are not offered by your software provider.
Linking
You must first link the client to your agency before performing any action(s) in gateway services. Talk to your software provider to see if they offer this option. If they don’t, you can still link the client to your agency in myIR or SPK2IR.
Transfer requests - income tax return service
When you file a return, gateway services lets you request up to 20 transfers.
You cannot request a specific effective date for a transfer request. Our new system (START) will determine the best effective date. To get the earliest date you should advise us if the transfer is between associated customers.
Calculating your client’s correct PIR for their returns for 2021 onwards
If your software provider does not offer or provide you with the client’s PIR rate, in myIR you can use the ‘View my PIR’ in the client’s income tax account to work out the correct PIR. We also have an unauthenticated calculator.
Find my prescribed investor rate
Document service
You cannot send correspondence through gateway services.
If you need to send correspondence to us requesting some form of action, you will still need to use myIR secure mail.
The document service lets you upload and send any supporting material e.g. copies of invoices or financial statements when you file your client’s return. Talk to your software provider and ask if they offer this service. The document service is a repository service and it only supports the associated return being filed. Uploading and sending documents to us does not hold the return nor does it trigger any manual intervention by us.
Attaching IR10s and financial statements
The IR10 has been included as part of the income tax return service offering and can be completed as an attachment.
You are also able to upload and send in financial statements to us via the document service. Talk to your software provider and ask if they offer this service.
Maximum file size that can be sent via gateway services
The maximum file size is 9MB.
Customer details
We have provided the functionality to software providers to allow customer details to be updated via gateway services. Talk to your software provider about whether this service is available to you. In the meantime, you can still use myIR to update your client’s details.
If you have a customer master link to a client, you can update their Business Industry Classification (BIC) code in myIR using the Manage BIC web service.
If you don’t have the customer master link you can file their income tax return through the return service and then amend it in myIR, or you can edit this field by filing income tax returns in myIR.
Further information
Please talk to your software provider if you have any questions about gateway services, the functionality that will be available to you and how to use it.
Talk to your IR account manager if you have questions about using myIR, including setting up new logons and delegating client list access.