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 and an
‘Accounts’ tab. This guide covers how to gain access to client accounts that your agency is linked for.

This page is also available in: 简体中文