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myIR access roles and account permissions

This page explains the different myIR access roles and account permissions you can grant to another party acting on your behalf.

Access roles

Role Definition
Owners As a myIR owner, you have full access to all your accounts and you can set up access for other parties.
Owner includes Company directors, trustees of a trust, estate administrators/executors, partners in a partnership or executive office holders in a club, society or school.
An owner can grant another party access and choose the role and account permissions (activities) they can do in their myIR account.
Administrators An administrator can access any accounts the myIR owner grants access to. They can also create logons for users and administrators and access customer level mail.
Restricted administrators Restricted administrators have the same access as administrators except they cannot see Customer level mail (eg Summary of account showing transactions for multiple tax types).
Users A user can only access myIR accounts that an owner or administrator grants access to. Users can’t access customer level mail but can view account-specific notices and letters.
Restricted users Restricted users have the same access as users, but can only submit account-level requests. Restricted users who are also tax preparers can’t link or delink customers, or make financial transfers.

Account permissions

Account permissions determine what kinds of activities another party can do in your accounts. This table outlines the options you can choose from.

Role Definition
Full account access Allows another party to do everything needed within an account, including updating refund bank account details and transferring credits between accounts they have access to.
Make payments Allows another party to view everything, send mail and make payments in accounts they have access to.
File Allows another party to view everything, send mail, file returns and disclosures in accounts they have access to.
View Allows another party to send mail, view account balances, transactions and account-specific notices in the accounts they have access to.