Managing my tax

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IR1104

Manage agency

About this Guide A guide to managing staff access, client list access security and staff mail subscriptions. How to use this Guide Each intermediary has different access and security requirements. The Manage agency functions in the Tax preparer tab allow you to tailor your staff and client access controls. Owners, administrators and restricted administrators can…

IR1110

Managing your workspace

About this Guide A guide to moving linked client accounts in and out of your (or your employee’s) workspace. how to use this Guide Your personal workspace is the landing page you see in the Tax preparer section of myIR. If you have access to more than one IRD number you’ll see a ‘Customers’ tab…

IR378

Model cashbook

An example of a cashbook when you use a payment basis to calculate your GST.

AD268

Moving away from cheques

Inland revenue is becoming increasingly digital in the way we work – so are most of our customers. Cheque use continues to decline every year, with most customers already choosing to pay their taxes electronically.

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