You'll notice some changes when you log in to myIR. While your homepage will look the same, your "GST" section is now called "Business".
The GST section has been renamed to Business. You'll still be able to file your GST, but it looks different to what you're used to.
From this section you'll be able to file and amend the following returns:
Remember to complete your end-of-year (EOY) certificates as well as your annual reconciliation statements.
You'll also be able to register and report for:
We've also simplified the process for registering clients for new account types. This means you can apply for multiple tax products with a single registration in myIR.
Your clients will no longer see the full name and email address for any Account tax preparer or Customer tax preparer logon who has access to their accounts. Instead they'll just see the logon details and agency name on returns and actions completed on behalf of the client. This should reduce client confusion over who is managing their accounts.
This no longer exists. You can now access your workspace from the Customers tab or the Accounts tab.
Customers - this shows the clients you have in your workspace at their IRD number level. You can navigate into the client from this tab and review the accounts you have for them in your workspace.
Accounts - this shows the accounts (tax types) for the clients you have in your workspace.
If you have more than 12 clients or accounts you'll have a list view. We've incorporated your feedback - the search bar is visible so you can type into it without having to select the "More" button.
This section is where you'll find:
Submissions sent at the account level, eg, filing a GST return, will display when you're in the GST account. You'll be able to view all submissions from the customer level.
This section is where you'll find your web messages, notices, summary of account and letters for the account types in the Business section. You can now include attachments when you send us a secure message.
Correspondence will display at either customer or account level. If you're an Owner or Administrator this is where you'll find customer-level mail for your tax agency.
The Tax preparer tab is a new function in myIR. Most actions you'll complete here will have been in the Activity centre tab before. Your menu items are dependent on your assigned access role in myIR. You may be able to:
If you're a Restricted User you won't be able to access client maintenance, eg linking/delinking clients, registering a client for a new account or financial transfers.
You can also access a Tax agent reports menu (for owners and administrators) with five reports. Some of these you may have seen before and some are new:
You can run Agency reports across various date ranges. Some will be limited to the amount of time the information has been available in myIR. Most reports will have date range parameters.
You can run the Transactions summaries and GST return summary report across any client, even if they're not in the owners or administrators workspace. Users and restricted users can access the same version of these reports from within the client.
We've transfered all client links to the new Business section in myIR. You don't need to link again. This is the same process we used for GST in February 2017.
When linking a new client you'll see all the accounts they have available, including those that aren't in the Business section.
To access the new accounts for clients you're already linked to, you'll need to update your workspace to bring them in.
Not every logon in an agency requires the client to be added to their workspace. You only need to add those you will be actively working on.
Manage my workspace is a new core feature in the Tax preparer tab of myIR. You can manage your clients and accounts here, and it also provides you with the following enhancements.
Manage workspace screen won’t include your tax agencies own account if you are linked to your own agency. Only the owner or administrator can grant you access to the agencies account. They can do this by going to Settings>Manage additional logons. Once you've been granted access, the account will appear in your workspace to be accessed.
There is a PDF available in myIR to help you use manage my workspace. We've made some updates to this document. Make sure if you have printed the PDF you have the latest version.
Changes to how often employers and payroll intermediaries file employer returns has been passed by the government. This means you can file your returns every payday, rather than monthly or twice-monthly.
AIM is a new option for provisional tax. Once you've opted in to use it, you'll only pay provisional tax when your business makes a profit.
We've developed a range of videos to help you with the changes to myIR. These videos include an overview of the changes, and how to use the new Tax preparer tab.