As part of our goal of simplifying the tax process for all taxpayers, we've updated myIR with a new look and some new features. We've heard that some tax intermediaries want more information on these changes to make sure they can continue business as normal.
While these changes might take a little getting used to, we're confident that they'll make the tax process easier for everyone.
If you cannot find any information on your issue here, check our archived answers or contact your account manager.
If you think anything is missing or unclear from our web content, send us an email with examples (text, screenshots and URLs) to email@example.com
As part of our major system update last year, tax agents had to complete large volume certificate spreadsheets for IR15S, IR67S, IR17S and IR17SA and email these to us instead of filing them in myIR.
We've updated this so tax agents can now upload this information directly in myIR. When filing reconciliation certificates for a client there are 3 options:
To send us your large volume certificate spreadsheet, choose Upload file.
Added 18 September 2019
We've received feedback from tax agents about the confirmation screen of the Re-estimate provisional tax assessment web request.
To make the confirmation screen clearer, it will now show the amount of the provisional tax estimate and the period it is for.
Added 16 September 2019
Some tax agents have asked us about making a running balance for transaction details available in myIR. We’ve heard your concerns but cannot implement this in our new system due to the way financials are now handled.
Rather than creating a new line item for each new transaction, penalties and interest in each period are now reviewed and reapplied in a single transaction line item whenever the base calculation is the same. You may still see multiple lines of penalties or interest in the period transaction details when the base amount changes - for example, when a payment is received that decreases the base amount the penalties and interest are charged upon.
A return is filed 5 months after the due date for the payment. A 1% late payment penalty is applied for the date after the due date, a 4% penalty is applied for the week after, and monthly incremental penalties are applied each month after that. In our old system, these would be displayed as 7 individual transaction line items. Our new system will instead combine these penalties into a single transaction.
We have investigated the options available in our new system. Adding a calculated balance to myIR will not work due to the ordering of the transactions. Due to this, trying to display a running balance will cause more confusion than not showing it.
Penalties and interest breakdown
We’ve heard that many tax agents requested running balances to assist with checking use of money interest charges.
If you want to view a breakdown of the penalties and interest for a specific period, you can do so through the I want to... tab at the relevant period level in myIR. This will generate an electronic letter the next day, showing the amounts used to calculate penalties & interest and the dates they are charged from.
Updated 2 September 2019
A few tax agents have been surprised to see money in client’s accounts returned unexpectedly.
This is part of our plan to simplify the tax system for all customers. If we cannot see any debt in an account, or don’t know which tax account the balance should be going to, we will return the overpayment in near real-time.
It’s their money after all – we don’t want to hold onto it if we haven’t been told what to do with it.
We’re aware this is a change that some customers and tax agents will need to adjust to. Here are a few ways you can make this new process work for you.
When making a payment – including by direct credit or internet banking – make sure you and your clients include the correct details. These details include the IRD number for the customer, as well as the payee code.
The payee code is the account that you’re paying (for example, ‘INC’) followed by the period (DDMMYYYY). If you’re paying for more than one account or more than one period, you need to include this in the details.
A customer pays $1,000 towards their 2019 income tax return. This assessment is fully paid, and a credit is left in this account. As there is no unpaid debt in any other period of their income tax account – and no other instructions – we will return the remaining balance.
We do see some customers submit incorrect details with their payment – for example, they might include INC instead of FAM. This will direct the payment to the wrong account, so we will return it to the nominated bank account within 24 hours. To prevent complications, we recommend double-checking the details of a payment before you make it.
If you make a payment in advance of filing a return in a period, that credit will be held until the return is processed. For example, if you’re making voluntary payments for a period where you have not yet filed a return, we will hold the credit in that account. The credit will be returned once the period has been assessed and there is no debt to offset.
A customer pays $1,000 towards their 2019 income tax account. There is a provisional tax estimate in their 2020 income tax and we are instructed to transfer the 2019 credit to the 2020 return.
If the 2020 period is assessed and there is a balance remaining, we will return this amount to the nominated bank account (unless another transfer is requested).
More information is available on our make a payment page.
When filing a return – either in myIR or through software – there will always be an option to request a transfer of any credit.
As with making a payment, all you need to do is tell us where you want the credit to go, and we will transfer it. If you don’t, we’ll return the credit to the bank account we have on file.
If you or your clients have old credits in your accounts, we'll start refunding them.
We'll start returning credits from 2016 and earlier from August 2019. If you or your clients would rather keep these credits in our system, you can move them to an unassessed period or transfer them to another account.
The majority of credits dated back to 2017 have already been processed for the 2018-2019 tax year for the tax account they were held under. If there was credit remaining after the tax account was processed – and it was not assigned to another tax account – this credit would be returned to the nominated bank account.
Amendments to the Tax Administration Act 1994 (section 184A TAA 1994), that came into effect from 1 April 2019, state “a refund of tax paid in excess must be made by direct credit to a bank account nominated by the taxpayer entitled to the refund.”
For the next release, we’re looking into new payment direction options to prevent payments made to Inland Revenue not getting to the right place.
We’re looking into some options to help simplify the process of making payments, such as asking banks to reorder the display options in their pay tax drop-down menus to list INC before GAP.
We’ve also made some changes for provisional tax, which will assist with payments for 7 May 2020. The 2021 financial year will now be open from 1 April 2020, to prevent payments being automatically returned if you select the 2021 financial year rather than 2020.
If you make a payment for the 2019 financial year on or after the due date, we will transfer available credits to the provisional tax liability going forward. If you have overdue amounts in other accounts, these credits will be transferred to those liabilities first.
If you have any questions, please contact your account manager.
Updated 30 August 2019
We’ve heard that some tax agents were confused to see clients using AIM for provisional tax had been automatically switched over to the standard method for the 2020 tax year.
Unlike with other provisional tax options, our system does not assume that each customer using AIM wants to continue using it for following tax year. Due to this, AIM customers will be automatically switched to the standard provisional tax method at the beginning of the tax year.
If your client wants to continue using AIM to file their provisional tax, they can keep on doing so. Their accounts will be automatically updated to use AIM when they file their first Statement of Activity for the new tax year.
Shareholders of a company using AIM will still show their own provisional tax method. As these associates do not file a Statement of Activity, and may have other forms of income where provisional tax is required, their accounts cannot be updated to AIM.
Updated 29 August 2019
Some tax agents have asked that we add more customer information to the bank reference details, for disbursements sent on behalf of a customer. We have looked into this but cannot to provide any extra information, as these details are automatically generated by our system. As such, the reference details for a payment will only include the customer’s IRD number.
You can use eServices to find customer information based on the reference details in the bank statement. Alternatively, you can contact us for assistance.
If you no longer represent the customer, they will need to update their bank details with us to ensure their tax disbursements are sent to the right account.
Added 9 August 2019
In order to simplify payments in our new system, the initial late payment penalties of 1% and 4% for the same tax period now show as a single transaction.
You can view a breakdown of the penalties and interest for each tax type by selecting Get a penalty and interest breakdown in the I want to... tab. This will create a letter available at the period level, with details for each individual penalty or interest applied to the account.
Added 19 July 2019
As part of our Release 3 Business Transformation changes, we have introduced a new process for redirecting refunds for your clients.
In our old system, if tax agents had the appropriate Authority to Act to receive customer refunds, the tax agent would load their own trust account against their client’s profile.
From 26 April 2019, we now record the tax agent’s trust account for client disbursements (refunds) against the tax agent’s profile. The customer should then have their personal bank account attached to their own profile. The tax agent can then choose to redirect their clients’ refunds directly to that account via the Client maintenance option under the Tax preparer tab.
Processing client disbursements in this way means that the tax agent trust account only needs to be updated in our system once, which can be done via your account manager. This also makes managing clients much easier, as the disbursement account link for the trust account will be automatically removed when the client is delinked. You, or your clients, can also remove the disbursement account in myIR as needed.
If you hold a written authority to receive your client’s disbursements, this can be easily managed under Refund redirect in Client maintenance as well.
This new system makes client disbursements easier and more secure for both tax agents and their customers. However, we’re aware that some tax agents are still loading their own trust account against the client’s profile.
If you currently operate a trust account, please contact your account manager to add the disbursement account against your profile. They’ll also be able to assist with any questions you may have and can help you remove your trust account against any existing client profiles if needed.
It’s important to note that refund redirects should never be used to redirect Working for Families Tax Credits.
Added 19 July 2019
We’ve heard that some tax agents are unable to view client’s letters through myIR.
If you have linked yourself to a one or more tax types for a client, you will be able to view letters issued to the client relating to those tax types.
In order for you to view letters issued to clients at a customer level, such as Summary of account letters, you will need to be linked to the client with a Customer master link.
Note: You can only link yourself to a client with a customer master link if you are authorised to act on behalf of all of the client’s tax types. Setting up a customer master link without full authority from the client may breach your authority to act.
You can add or update the customer master link by adding the client through Client maintenance – Link a new client to your agency in the Tax preparer tab.
You can see which of your clients already have a master link by running a Client list report. You’ll need to be an owner or administrator on the account to run this report.
Added 26 June 2019
We’re now collecting the IRD number of associated parties in each return to enable us to correctly apply income to the recipient. If you have non-resident shareholders, trustees or partners who do not have an IRD number, please enter 000-000-000 in the IRD number boxes in myIR. If you're using E-File, you can leave the IRD number blank.
Updated 12 June 2019
Owners and Administrators can check if a client is a Look-Through Company (LTC) or a Close Company (CC) by exporting the client list report from the tax preparer tab in myIR. The company type will show in the Other customer type column of the excel report.
Added 12 June 2019
We’re hosting a webinar for tax agents on 24 June. This is your chance to ask us any questions you have, including how the new automatically calculated income tax assessment process will work for you and your clients, and where to find client information in myIR.
The webinar will also provide an update on some of the improvements and adjustments we’re making based on your feedback.
You can register for the webinar today on the CCH Learning website.
Updated 7 June 2019
We’ve received feedback from customers and tax agents about how the amount to pay alert is displayed.
To make this clearer, we’ve removed the total balance assessed to be paid at the customer level – now you’ll need to go into each account to see the details of what is due to be paid and when. This will show on the Periods tab beside the Make payment alert. Upcoming provisional tax due will show on the income tax Summary tab.
We have also removed the term ‘outstanding’ as there has been some confusion on what is ‘outstanding’ (an amount has been assessed to be paid) vs what is overdue or late.
Added 7 June 2019
We’re automatically issuing income tax assessments to customers whose only income is from salary, wages, schedular payments, investments, Māori authority distributions, benefits or superannuation. If you have clients with income from other sources that we’re not aware of yet, you need to let us know.
You can update a client’s income sources in myIR. If we know they receive income from a source other than those listed above, they won’t receive an automatically issued assessment. You’ll need to file their Individual tax assessment (IR3) for the 2018/19 income tax year.
To update income sources, navigate to the Income Tax – INC account for the client and select the Summary tab. Choose Manage under Current income types, and select the income type you would like to add. Enter the date your client started receiving this income. If you don’t know the start date, use 1 April 2018.
If your client has already received an income tax assessment from us which needs to be amended, you can update their information in myIR. If you change it before their terminal tax due date, they will receive a new assessment. This is not a reassessment, so your client will not be charged with any penalties or interest.
Find out more about our new automatically issued end-of-year income tax assessments.
Updated 5 June 2019
We’d like to remind myIR users about a few things you need to be doing to protect you and your clients’ privacy.
Your myIR logon is only for you to use and it should not be shared with anyone else. Sharing your logon details is a breach of the myIR conditions of use. In the myIR tax preparer tab you can manage notifications (Manage agency) and workspaces (Manage workspace).
The email address linked to your myIR logon should only be accessible by you. If other people can see your emails, they might be able to see things that they shouldn’t. If you currently have a shared email address linked to your myIR logon, you should update your details to a secure email address.
Added 5 June 2019
We’ve made a change to the way you can send secure mail messages in myIR. To make sure we know which client each message relates to, all messages you send to us in myIR must now be related to a specific IRD number.
If you need to send us a message that's not client related, or that’s related to more than one client, you can choose to use your own agency’s IRD number instead.
Added 21 May 2019