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Registering your client for donation tax credits

We're aware many tax agents and intermediaries are having difficulties registering their clients for Donation tax credits (DTC). 

To register follow these steps:

From the intermediary centre  > Select 'Client registration' > 'Register client for donation tax credit' > Enter client's IRD number and continue ...

Note: The registration cannot be done from your client's profile under the 'I want to ...' section.

Filing donation tax credit claims

  • When filing a donation credit claim on behalf of a client, do this through the 'Intermediary centre' in myIR under 'Donation tax credits claim'.
  • Filing through the 'Intermediary centre'  means you do not have to add receipts.
  • If trying to file directly through the clients REB account, you'll be asked to add receipts .
  • To make a claim on behalf of clients, an intermediary only has to sight the receipts.
  • You can only file a DTC claim for the past 4 years.
Last updated: 17 Apr 2023
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