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Future role of tax agents

What should tax agent services look like in the transformed administration?

In recognition of the role that tax agents have in helping their clients meet tax obligations or advising on how tax law applies, Inland Revenue currently provide a suite of support and special services.  These services range from having an agent account manager who serves as the primary contact with Inland Revenue, to dedicated phone services and access to client information held in MyIR.  In addition, eligible tax agents are provided with an extension of time for filing client returns which assists agents who file large numbers of returns to better manage their clients’ affairs.

Modernising the tax system provides Inland Revenue with the opportunity to allow other tax service providers to access the broader range of services currently only available to those that meet the definition of a tax agent.

To consider this further, the Government is interested to gather feedback on the three questions below.

Questions

1.  For tax agents using Inland Revenue’s current service offering, what services do you consider most important to facilitate your role in advising and assisting clients?

2.  What sort of services would you like to see Inland Revenue make available to tax agents or other tax service providers in the modern tax administration?

3.  What would you want considered in designing more digital service offerings for tax agents and other tax service providers?

Comments

MichaelAngelo
Q3. I would also like an authorised person (such as a family member) be given greater recognition in the system if they meet similar security requirements, for example they should be able to have at least restricted access to a personal MyIR file, and mail addressed c/o that authorised person if they are acting as a contact address, or they may be acting as an alternative contact address. For example it is common for a parent to be managing a student loan particularly if the student is overseas or frequently moving address. For both Tax agents and Authorised persons correct addressing of mail c/o of the box holder is important for Rural Delivery and PO Box numbers.

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8 months ago
Alister Holden
The advent of computerised accounting systems have created a new category of contract administrators like myself. I have numerous small and medium business clients for whom I perform the day to day accounting functions and feed year-end information to several different chartered accounting firms. I am not able to register with IRD as a tax agent for my clients without removing the chartered accountant from that position. Whilst I have approved person status for each of my clients it can be extremely frustrating for example advising IRD that a mistake has been made, only to be told that they can't discuss the matter with me unless I am a director. There needs to be recognition of my under class to simplify communications. Alister Holden Adminz Ltd

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6 months ago
Michelle Maurice
It would be great to be able to do more on the IRD website instead of info Express. Doing things like L Letters, updating clients addresses. It would be good to confirm clients PTS through the agents login as well.

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6 months ago
Sandy Price
The grey area between accountant and client occupied by tax advisers and consultants needs to be addressed. Authorised persons need to be able to access online IRD information and supply agreed returns.

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6 months ago
Sandy Price
Online supply of information should not be compulsory but there does need to be a check that hard copies are authorised by an appropriate person. Also small agencies do not always have commercial software. Just need to be able to access online filing or even better, setting up files to upload to IRD with agreed formatting

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6 months ago
Sandy Price
I would also like to see RWT and interest earned be available like the summary of earnings under individual client names. This information is already collected so why is it not available?

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6 months ago
Mark Lawton
IRD still send out large volumes of snail mail. Tax agents should have the ability to receive ALL IRD correspondence via Electronic means if this fits into their systems and the IRD should provide API access to this information for approved providers of software for tax agents. The current role of tax agents works well but the IRD systems need modernising to make interactions with IRD by the tax agent much more efficient.

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6 months ago
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