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Transforming Inland Revenue Te Whakahou i te Tari Taake

How to give access to your account from their myIR login

A transcript for "How to give a person access to your account from their myIR login" through the new services in myIR.

Visual:

Inland Revenue’s logo displays. Next, the ‘How to’ visual and title ‘Give someone access to your tax account/s (accessible via their own myIR login)’ appears.

Audio:

In this video, you’ll find out how to give someone third party access to your myIR account.

Third party access means that someone like a bookkeeper or a nominated person who manages tax on your behalf can access your accounts through their own myIR account.

We’re continuing to make improvements based on customer feedback so please note some things may change.


Visual:

myIR home page, pointer sleets the ‘My Business’ tab, once clicked the pointer move and selects ‘Settings’, transition to ’settings’ page, pointer moves to select ‘Grant access to another party’. Transitions to ‘About this service page’. The pointer then clicks next.

Audio:

To get started, log into myIR and select the ‘My business’ tab.

Choose ‘Settings’ and select ‘Grant access to another party’. Before you get started, read the information, then click ‘Next’.


Visual:

Transition to ‘Request new access code’ page where th epoint selects the field to enter name, then pointer selects the ‘your IRD number’ file and entered the IRD number for access. Pointer then selects ‘Next’ button.

Audio:

Provide their email address and enter your name. Then select the IRD number you want them to have access to.


Visual:

Transition to ‘Choose account access’ page, pointer selects ‘Access role’ field drop down, pointer selects ‘Administrator’. Under the ‘Account(s) available’ header, the pointer selects the first tick box to grant access to this account. The pointer then moves across to the drop down menu for this item and selects the type of access. The pointer selects ‘Full account access.’ This action is then repeat for the next account, then pointer selects ‘Next’.

Audio:

From the drop-down menu, select the ‘access role’ you would like this person to have. To find out more about each role, click the ‘information icon’. Then, choose the account you'd like to grant access to and what level of access you'd like them to have. For example, file access, full account access, make a payment, or read only access.


Visual:

Transition to ‘Review request details’ page where pop up circles cover all items of fill in information. Pointer then selects ‘Submit’. Transition to ‘confirmation’ page, where pointer moves up to select ‘Ok’ button.

Audio:

Review the information you have entered, to make any changes click the ‘previous button’ or select ‘Submit’. To return to the homepage of ‘My business’ click ‘OK’.


Visual:

Transition to ‘Profile’ section of ‘logon settings’ section. Transition to a pop up window (representing the mail response for IRD) with a ‘token code’ for access. Pop up circle highlights this code. Pop up circle highlights the ‘add it to myIR’ link in the pop up window. Transition to ‘My business’ tab where pointer move scrolls across and selects ‘redeem a token’ link. Transition to ‘what to expect’ page, where pointer moves to select the button ‘Next’.

Audio:

Once they have access, you can cancel or change their access level at any time, simply go to the ‘Logons’ tab. Select their user ID and make your changes.

They will receive an email with a code. This code can be used in two ways. If they have access to ‘My business’ they need to login to their own myIR account, select the’ My business’ tab and choose ‘Redeem token’.

If they don’t have ‘My business’ they need to select the ‘add it to myIR’ link in the email they received and follow the instructions. Both ways will bring them to the home page of ‘My business’ where they can select ‘Redeem a token'.


Visual:

Transition to ‘redeem a token’ tab. User enters token information into ‘verify your token’ field. The pointer selects ‘next’. Transition to ‘validate information’ where the user enters the IRD number in the ‘Validate information’ field. The pointer then selects ‘Next’ button.

Audio:

Here they need to enter in the access code and the IRD number of the account they're accessing. The access code must be used within 24 hours.


Visual:

Transition to teal IRD end screen with IRD logo and URL www.classic.ird.govt.nz/mybusiness.

Audio:

We hope you found this video helpful. For more information visit www.classic.ird.govt.nz/mybusiness, where you can also find a video on how to request access to someone else's myIR account.