Inland Revenue Authority

4. Check the authority text that will appear on the agreement that your client will sign. You can edit or reword this.

5. Select if you want the option of capturing IR consent using a text statement, submitting an IR597 form to Inland revenue, or both.  Note: The IR597 form gets completed and signed by your client.  It gives you the ability to phone IR and ask questions about the client.  Anyone can use this form (regardless of whether you are registered as an intermediary as a tax agent, bookkeeper or payroll professional, or not).

6. You can upload a nominated party forms through the MyIR online portal or post printed form to Inland Revenue at:

PO Box 39010
Wellington Mail Center
Lower Hutt

7. Once it is received, IR typically take 5 working days to action this form.

IR Authority Wording

2Shakes IR recommended authority wording. This is updated by IR from time to time. If there is a change to this wording we update our customers to assist them to comply with best standard. You are also able to alter the authority wording in your Business Profile to suit your circumstances. 

Disbursement Authority

For example, if you wish to have your clients IR refunds paid into your bank account you should hold evidence of your clients authority to do so.  You might alter this standard authority statement as follows:

To access any information held by Inland Revenue Department of New Zealand about all tax types (except child support) in order for them to undertake their duties until further notice.  They are authorised to obtain information through all Inland Revenue media and communication channels including phone or fax or online, to request to receive correspondence related to tax types, to modify tax details, to prepare, submit and sign tax returns on your behalf. They are also authorised to receive your refunds or credits from Inland Revenue.