Tax Traders can easily upload your entire client list (or just a portion of it) into our portal on your behalf. The minimum information we require is:
- Client's IR number
- Type (e.g. individual, corporate, trust, etc)
- Taxpayer name
- Balance date
- Whether the client has extension of time or not
You can send a spreadsheet with this information to team@taxtraders.co.nz and we will get those taxpayers loaded in the portal for you.
TOP TIP: The easiest way to obtain the list of your clients is to download the required information from MyIR.
- Log in to MyIR
- Navigate to the Firm Information Intermediary Centre
- You can download your client list here.